寰财智汇

“寰财智汇”(FortuneWise)以“AI技术驱动、合规先行、全渠道赋能”为核心，致力于构建国内领先、国际接轨的智能财富管理生态，开启财富管理的新篇章。基于先进的大语言人工智能和深度的服务/产品知识库，打造了一个安全、合规、高效的BtoAtoC赋能平台。应用整合了金融、保险、房地产、税务筹划，留学，健康等多元化产品，并通过智能匹配、动态推荐和端到端流程整合，为代理人和客户提供一站式的财富增值和精彩生活解决方案。

“FortuneWise” is built on the principles of “AI Driven, Compliance First, Omnichannel Empowerment,” and aims to establish China’s leading, globally integrated intelligent wealth management ecosystem—opening a new chapter in cross border asset allocation and wealth management. Leveraging advanced large language AI and a deep service/product knowledge base, we have created a secure, compliant, and efficient BtoAtoC enablement platform. Our app integrates a diverse range of offerings—from global finance, insurance, real estate, and tax planning to education and healthcare—and, through intelligent matching, dynamic recommendations, and end to end workflow integration, delivers one stop solutions for agents and clients covering cross border asset allocation, wealth enhancement, and enriched lifestyles.