Finloop

Finloop is a Hong Kong wealth-technology platform that supplies banks, brokerages, insurance brokers and family offices with white-label systems and operations support, packaging a product shelf, trading, settlement and client interfaces into modules that can be plugged in. Coverage spans cash management, public funds, structured notes, bonds, insurance and digital assets, and supports the sales workflow for cross-boundary wealth management connect products.

Integration runs over SFTP or direct API, and an institution can take only the middle and back office or add the client-facing web portal and mobile app. The system includes robo-advisory and copy-trading that map portfolios to a client's risk rating, while the insurance module automates booking, underwriting, renewal and point-of-sale terminals so a small back-office team can run it. More than a hundred fund houses are connected, giving access to over five thousand funds.