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Focus on private wealth management

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Starting from Investors

Reconstructing Wealth Middle-platform

Comprehensive AI empowerment, focusing on private wealth management

Gradient

Our Solutions

iPampas Technology, starting from investors, aiming at transparency and influence expression, and taking data as the core, reconstructs Wealth Middle-platform. By integrating complex alternative investment and investor account data, WeTAMP realizes unified operation and unified accounts. And Pre-integration with business systems to complete front-, middle-, and back-end collaborative operations, simplifying operations and service processes.

Unified Account

Solution

Provides client multi-account aggregation, reporting and investor services for Family Office/Independent Asset Manager (MFO/IAM) institutions.

Global Life Insurance

Solution

Provide channel, policy and client service for Hong Kong and Singapore insurance broker and agency licensees.

WeTAMP AI Store

​AI service collection focusing on private wealth

Alternative Investment

Solution

Provide unified operation and investor services for domestic and overseas licensed alternative investment management institutions (private equity managers).

AML/KYC/CDD

Provide AML data query and tracking in more than 250 countries for securities companies, trusts, and private banks.

Why Choose WeTAMP

Industry Leading

Started in the global capital market, we have experience in serving complex businesses such as alternative investment and private banking systems, multi-jurisdictional compliance and operations.

Complex cross-border business experience

Out of the Box

Pre-integrate systems and data from over 100 mainstream custody, prime brokers, private banks, trusts, and insurance companies. Start a business line with one line of code.

Automated data processing

T-shaped Team

The server and data services fully comply with the regulatory and compliance requirements of the customer's business location, providingLanding business best practices

T-shaped experts with both "methodology + technology" provide full digital companionship from digital planning to online practice, filling the shortage of compound talents in institutions.

Safety First

GKS service*, which allows institutions to independently designate and keep secret keys, realize complete independent control of client data access, and eliminate the risk of leakage.

Cloud ledger safe

Note: GKS service refers to an organization deployed in the cloud, which implements independent hierarchical management of keys (software or hardware), so as to achieve complete protection of core client data.

Honor

01

Information System Security Level III Protection Certificate National Public Security System Certification

02

ISO/IEC 27001

Information Security Management System Certification

03

National "High-tech Enterprise" Certification

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04

Asia Pacific Wealth Forum - Golden Award for Outstanding Wealth Management System Service Provider (for two consecutive years)

05

Best Independent Asset Management/Multi-Family Office Solution for Asian Private Banker

06

Machine Intelligence Awards

Best AI Case

More than 200 private wealth management institutions have cooperated

6

Brokerage International Business

TOP 5

Integrated Wealth Management Institution

TOP 10

Global Life Insurance Brokers

50+

Family
Office

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Some of our partners, in no particular order

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