PRODUCTS
Main Services
PPFI business includes four major projects: Financial System development, Financial Asset Management solutions for financial institutions, high-net-worth family wealth planning integration services, and Fund Accounting Consulting Services.
Financial System Development
With more than 29 years of accumulated system experience in the asset management industry, PPFI Information Systems has become an expert in Fund affairs, Fund Investment Accounting Assets, discretionary, and securities wealth management middle and back-end systems, and is the outsourced software provider with the highest market share.
Financial Institution Financial Asset Management
In addition to providing operators with front-end investment transaction control, back-end accounting processing (settlement of daily net asset value of customers), and providing custodial bank management of client assets, it also has extensive experience in handling the accounting of pension Funds and labor retirement funds.
High net worth family wealth planning
The family customer service system prioritizes privacy, security, high efficiency and system integration functions. Provide information on cash, securities, insurance, credit, investment management, taxation, retirement, and estate planning.
Fund Accounting Consulting Services
PPFI’s financial advisory group can provide rich experience sharing and professional practical assistance. PPFI's business philosophy of "professional service orientation" and "customer first" is the best basis for repeatedly gaining recognition from customers.
Net worth outsourced settlement service
Through the "professional" financial technology talents of the PPFI team and the "stable" fund accounting system, we provide fund companies with "accurate" net value settlement services, simplify daily repetitive and tedious operations, and improve efficiency and service quality.
EZQT
It consists of seven major systems (markets/quantitative calculations/simulated trading/community/academy/trading/mall) combined with four major groups (developers/users/strategic consulting services/brokers) to create an interactive ecosystem for brokerage business. Purpose-fitted software.
Popular Products
The latest version 4.0 system features rich underlying functions and user-friendly design, taking into account professional performance and user convenience.
Invest Trust
Provide information systems related to Fund raising, sales, stock administration, Fund Investment, Fund Accounting, etc. to assist domestic and foreign Fund companies and investment advisory companies with various solutions required for their daily business.
Fund Stock Management System
Simple process and effective control system
Fund Accounting System
Simple process and effective control system
Electronic Ordering System (EC)
Simple process and effective control system
Electronic Flow System (eflow)
Simple process and effective control system
Marketing Management System
Simple process and effective control system
Stock Affairs System (TA)
Simple process and effective control system
Discretionary Management System
Simple process and effective control system
Overseas Fund/General Agent System
Simple process and effective control system
Period Discretionary Management System
Simple process and effective control system
Futures Trust Fund System
Simple process and effective control system
Net worth outsourced settlement service
Simplify operations, improve efficiency and service quality
Investment Advisory
Provide information systems related to fund raising, sales, stock administration, Fund Investment, Fund Accounting, etc. to assist domestic and foreign fund companies and investment advisory companies with various solutions required for their daily business.
Discretionary Management System
Simple process and effective control system
Overseas Fund/General Agent System
Simple process and effective control system
Bank
Provide information systems related to fund raising, sales, stock administration, Fund Investment, Fund Accounting, etc. to assist domestic and foreign fund companies and investment advisory companies with various solutions required for their daily business.
Collection Management Account System
Simple process and effective control system
Individual And Legal Person Trust System
Simple process and effective control system
Employee Welfare Reserve (Enterprise Annuity)
Simple process and effective control system
Employee Stock Ownership System
Simple process and effective control system
Discretionary Management System
Simple process and effective control system
Real Estate Securities Investments (REITs)
Simple process and effective control system
Securities
Provide information systems related to fund raising, sales, stock administration, Fund Investment, Fund Accounting, etc. to assist domestic and foreign fund companies and investment advisory companies with various solutions required for their daily business.
Fund Re-entrustment System
Simple process and effective control system
Wealth Management – Trust System
Simple process and effective control system
Wealth Management – Specific Money Trust Systems
Simple process and effective control system
Wealth Management – Financial Management Specialist System
Simple process and effective control system
Insurance
Provide information systems related to fund raising, sales, stock administration, Fund Investment, Fund Accounting, etc. to assist domestic and foreign fund companies and investment advisory companies with various solutions required for their daily business.
Own Funds Utilization Management System
Simple process and effective control system
General listed companies
Provide information systems related to fund raising, sales, stock administration, Fund Investment, Fund Accounting, etc. to assist domestic and foreign Fund companies and investment advisory companies with various solutions required for their daily business.
Official Website
Simple process and effective control system
Own Funds Utilization Management System
Simple process and effective control system
Employee Stock Ownership System And Dividend Management
Simple process and effective control system
EZQT
Compatible software for the purpose of creating an interactive ecosystem for brokerage business
System Features
The latest version 4.0 system features rich underlying functions and user-friendly design, taking into account professional performance and user convenience.
- Flowchart: Users can customize daily operation flowchart based on their identity
- Calendar: Set the fund calendar, and the system automatically determines the trading day, eliminating manual settings.
- Dashboard: Graph the fund size and rising and falling trends
- Batch operations: batch execution operations can be set
- Scheduled export and import: batch schedules can be set for both operations and export and import processes, and the project will be automatically executed at a fixed time every day
- Instant Messaging: The system has a built-in messaging function to facilitate online communication among users.
- Scheduled mailing: You can set a schedule to automatically send reports
- To-do reminder: Users can set their own to-do items and display them on the homepage or notify them via email
- Optimized interface: easy-to-use intuitive operation page
- Parameterization: Parameterize the job to reduce the complicated manual calculation process
- To be selected in multiple languages
- Risk control: Parameterize laws and regulations, users can set them according to their needs, and instantly check and control risks when investing.
- Permission settings: Group and role permissions can be set in the system
- Batch deferred operations: There is a temporary holiday function for natural disasters, and the system automatically defers operations
- Daily homework reminder: daily abnormal warning query to conveniently list unfinished projects
- Log record: complete historical record query
- Password verification: can be set up according to needs
- Three-tier architecture: protect DB and accelerate system performance