Vision

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Vision

beFIN wants to be your partner in your financial advisory business by providing comprehensive wealth management system and all-rounded service. We provide you the software that allows you enter financial advisory business with lite and efficiency cost, while still maintain the core advisory value to your customers.

Target

To provide integrity, adequacy, user friendly Software as a Service with reasonable price for your financial advisory business. Our asset classes will be including mutual funds, private funds, bonds and etc. Customers can choose between omnibus and segregate accounts.