In traditional asset management models, investment advisors often find it difficult to accompany clients for a long time, resulting in difficulty in maintaining investment habits. However, institutions tend to focus more on sales and custody scale, often neglecting long-term needs such as family inheritance and education, making it difficult to provide sustainable and personalized wealth management. The G4 Yongxin Consulting System is designed to fill this gap as an “intelligent companion wealth manager”.
Core functions and values
Exclusive intelligent investment manager
The system continuously learns and constructs a personal investment genetic profile based on users’ investment records, risk preferences, and funding habits.
Automatically generate behavior files for easy tracking and review, enabling personalized strategy recommendations and customized fund management.
24/7 accompanying service
Running 24/7, providing real-time reminders, warehouse adjustment suggestions, and risk warnings.
Support setting life goals (such as purchasing a house, education, retirement, etc.) and dynamically tracking progress to compensate for the shortcomings of traditional consultants’ “intermittent services”.
Suggestions for Multidimensional Asset Allocation
Covering multiple categories of assets such as stocks, funds, encrypted assets, insurance, and commodities.
The system can automatically optimize the investment portfolio based on market and user conditions, provide rebalancing suggestions, and support one click execution.
Education and Life Planning Support
Generate funding paths for goals such as children’s education and study abroad expenses, and help families prepare financially in advance through scenario simulations (such as income interruptions, large expenditures, etc.).
Assist users in making rational and long-term financial decisions at critical life milestones.
Inheritance of Wealth and Family Collaboration
Through authorization mechanism, family member accounts can be connected and information can be controlled and shared.
Assist parents in gradually conveying their asset management intentions and wealth concepts, simulating cross generational financial collaboration at the family office level.
Simultaneously supporting family permission structures and collaborative views, facilitating joint management among multiple members.
Privacy and Security Protection
The account data is encrypted and stored throughout the entire process, and users have complete data sovereignty.
Support setting up inheritor access mechanisms or automatic asset transfer strategies to provide technical support for wealth inheritance and inheritance management.