Financial Platform

CMS Cloud Content Managemen  

Basic data maintenance

The basic information of the fund can be maintained, and can be imported from other system.

Information format can be customized and sorted

You can set fixed and dynamic fields of multiple funds and single fund,
and flexibly set the order of fields

FOF setting

Set the parent-child relationship between the fund and other funds,
and the column data of the sub-fund will be consistent with the master fund data

Batch file upload

Public information such as prospectuses, monthly reports, and quarterly reports can be uploaded in multiple files in batches

Multiple funds performance data import

The performance data of multiple funds can be imported through excel

Warning settings

Warnings can be set individually for individual funds

Basic data maintenance

The basic information of the fund can be maintained, and can be imported from other system.

Information format can be customized and sorted

You can set fixed and dynamic fields of multiple funds and single fund,
and flexibly set the order of fields

FOF setting

Set the parent-child relationship between the fund and other funds,
and the column data of the sub-fund will be consistent with the master fund data

Batch file upload

Public information such as prospectuses, monthly reports, and quarterly reports can be uploaded in multiple files in batches

Multiple funds performance data import

The performance data of multiple funds can be imported through excel

Warning settings

Warnings can be set individually for individual funds

Drag-and-Drop Configuration

Intuitive one-finger drag-and-drop operation that offers various unit styles. Adding pages is very simple. Choose from ten commonly used layout options, making it easy to get started even without web programming skills. Just input the data and make simple settings to complete an article.

Advertising Banner Management

According to your needs, define the scope of advertising BN management, and set the time and opening method to achieve the effect of advertising exposure.

Announcement

It is easy to submit manuscripts, and provides common editing functions,
allowing you to complete an announcement in one minute.

Film

It can be inserted into the audio-visual platform or upload audio-visual files, and
provides the function of answering questions to increase the interactivity with users.

Activity

Set event-related information,
and can be associated with the fund

Organize Lecture

Customize the information of multiple lectures,
and provide statistics and analysis of the registration status.

Online trading EC platform

We precisely focus on details!

Online trading website construction


Based on our many years of experiences in the financial industry,
we develop a complete EC system for our customers.

Online trading website construction


Based on our many years of experiences in the financial industry,
we develop a complete EC system for our customers.

Paperless Online Account Opening Service

With the upcoming era of ESG, paperless operations are becoming reality.

We provide paperless account opening operation functions to
meet the needs of customers for "mobile banking services" and truly implement the entire digital operation.

Mobile APP. One-handed operation is more convenient

The most user-friendly UI & UX interface design provides a variety of application functions
for your different needs.

Financial APP


According to statistics from the Institute for Information Industry, the penetration rate of mobile devices in Taiwan has exceeded70%, and people are gradually getting used to using mobile devices for investment and savings.

Therefore, Shinda Technology has launched a financial APP, users
can directly use it to place orders, track funds, open accounts,
check fund handling fees and other functions, and complete transactions
with one finger.

Financial APP


According to statistics from the Institute for Information Industry, the penetration rate of mobile devices in Taiwan has exceeded 70%, and people are gradually getting used to using mobile devices for investment and savings. Therefore, Shinda Technology has launched a financial APP, users can directly use it to place orders, track funds, open accounts, check fund handling fees and other functions, and complete transactions with one finger.

Service Items of Financial CMS

Standard

Advanced
Multi-level Audit Management Contains the standard program items on the left and the following items
Flexible Unit Management Fund data fixed column management
Fund Information Management Transaction Notice Field Management
Featured Fund Management Company Business Day Maintenance
File Upload Management Fund Manager Information Maintenance (data maintenance)
Membership Management (data, gathering points) Company Profile (version control mechanism)
Announcement Management Award Record (Version Control Mechanism)
Video Content Management KYC Version Number Management (Version Control Mechanism)
Financial Lecture Management Financial Management Lecture Registration Management
Form Download Management Mail List Management
Print Account Opening Information SMTP Sending Mail Notification Function
Service Location Maintenance
SEO Management Module
Home Page Management (Banners, Footer)

標
準
方
案

 多關卡審核管理
彈性單元管理
基金資料管理
精選基金管理
檔案上傳管理
會員管理(資料、集點)
公告消息管理
影片內容管理
理財講座管理
表單下載管理
列印開戶資料
服務據點維護
SEO管理模組
首頁管理(橫幅、Footer)

進
階
方
案

 含上方標準方案項目及以下項目
基金資料固定欄位管理
交易須知欄位管理
公司營業日維護
經理人維護(資料維護)
公司簡介(版控機制)
得獎紀錄(版控機制)
KYC版號管理(版控機制)
理財講座報到管理
Mail名單管理
SMTP發信通知功能

Service Items of EC Online Transaction Platform

Standard

Advanced
Latest News Including the above standard program items and the following items
Fund NAV Financial Lecture
Beneficial News Financial Management Seminar Registration
Track Your Funds Fund Transaction
About Us Online Customer Service
Online account opening Online account opening
Fund Distribution Information Investment calculation
Fund Handling Fee List
Price notification

標
準
方
案

 最新消息
基金淨值
優惠好康
關注基金
關於我們
我要開戶
配息一欄表
基金手續費一欄表
到價通知

進
階
方
案

 理財講堂
理財講座報名查詢
基金交易
線上客服
線上開戶
投資試算

Service Items of Financial Mobile APP

Standard

Advanced
Latest News Including the above standard program items and the following items
Fund NAV Financial Lecture
Beneficial News Financial Management Seminar Registration
Track Your Funds Fund Transaction
About Us Online Customer Service
Online account opening Online account opening
Fund Distribution Information Investment calculation
Fund Handling Fee List
Price notification

標
準
方
案

 最新消息
基金淨值
優惠好康
關注基金
關於我們
我要開戶
配息一欄表
基金手續費一欄表
到價通知

進
階
方
案

 含上方標準方案項目及以下項目
理財講堂
理財講座報名查詢
基金交易
線上客服
線上開戶
投資試算

Success Case