Beta理财师 vs Wind Financial Terminal Mobile

1、 What problems do Beta wealth managers solve? Beta financial planners provide one-stop marketing exhibition services. Based on financial Big data, relying on massive financial data and label maps, they use LLM technology+high-quality database, and create a new generation of digital marketing solutions for financial industries in the way of MaaS+DaaS. Through the way of content+tools+operation, AIGC technology is innovatively applied to financial business scenarios, providing full process services for financial institutions to carry out Digital transformation schemes for wealth management, and providing landing methods and tools for digital marketing, intelligent asset allocation and post investment services. 2、 Beta Achievements Beta Wealth Manager Developer - Shanghai Beta Information Technology Co., Ltd. was awarded the title of "National High tech Enterprise" in 2018, a key cultivated enterprise in Shanghai in 2021, and a "National Information System Security Level 3 Protection" certification in 2022. It was also selected as one of the first batch of "specialized, refined, and innovative" enterprises in Shanghai. As of the end of 2022, Beta's clients have spread to banks, securities, insurance, funds, trusts, and more than 1000 financial institutions, covering 1.7 million high-end financial advisors and wealth managers. The service scope covers over 80% of bank branches and over 50% of securities company business departments. 3、 Introduction to Characteristic Scenarios [Market Companion and Interpretation]: 7 × Provide marketing materials such as morning education, short videos, hot topic interpretations, and financial notes 24 hours a day, helping financial advisors and wealth managers create authentic, vivid, and professional profiles, and create differentiated social circles; [Business Opportunity Discovery]: Leveraging the WeChat ecosystem, real-time access to all information and product customer reading trajectories, understanding customer financial topics and product preferences, gaining multiple connections and sales opportunities; [Product Explanation]: Based on over 10 years of fund research by Beta and data from over 3.2 million financial products, we provide market analysis tools such as macro interpretation and market sentiment, as well as in-depth interpretation of a series of financial products such as funds, wealth management, insurance, and credit; [Post investment companionship]: Establish an electronic ledger to provide reminders of key product changes, warehouse adjustments, and unpacking suggestions. Generate a diagnostic report based on the customer's holdings with one click, provide AI warehouse adjustment suggestions or self-made recommendations; [Growth Community]: Provide tools such as AI intelligent training, career exams, asset allocation competitions, and expert sharing, empowering financial advisors and wealth managers to enhance their professional and marketing abilities. 4、 Opinions and suggestions Various opinions and suggestions, welcome to contact us! Customer service hotline: 400-838-1978 You can also submit your valuable suggestions through "APP homepage avatar personal center slot"

Wind Financial Terminal: Professional · Efficient · Intelligent Data-Driven, AI-Powered! The Wind Financial Terminal App delivers real-time global market data for stocks, bonds, funds, indices, derivatives, forex, and macroeconomics, alongside in-depth research tools. Access vast resources, popular research reports, top analyst roadshows, and Portfolio Management Solution. With newly added features like the Wind Alice AI Assistant and exclusive AI Brief, we simplify complex information and redefine the research paradigm. Limited-time offer: Register for free now! Download and experience it today! 【Key Advantages】 • 20+ Years of Expertise: Wind continuously evolves with market dynamics, focusing on user needs. Honed over two decades with an artisan spirit, we relentlessly pursue excellence. • AI-Driven Efficiency Revolution: Features like the groundbreaking AI Financial Assistant(Wind Alice) and exclusive AI Brief streamline complex research, reshaping AI productivity on mobile finance terminals. • Seamless PC Extension: Synchronize watchlists, portfolios, and data in real-time between devices. Continue your professional workflow anytime, anywhere. • Ultra-Fast, Stable & Intelligent Insights: Robust server clusters and intelligent algorithms ensure 7*24 real-time, accurate, and uninterrupted data. Knowledge graphs uncover deep corporate and industry chain relationships, while visualization technologies provide clear data logic for deeper analysis. 【Highlight Features】 • Alice Chat AI Q&A: Powered by a massive financial language model, it connects directly to real-time Wind data(stocks, bonds, funds, etc.) for expert-level Q&A and precise analysis. • Alice Reader AI Digest: Quickly extracts key information from documents(like financial reports, prospectuses). Master the essence of 100-page reports in 5 minutes. Supports traceability and export. • Alice Meeting AI Assistant: Real-time multi-language translation + intelligent meeting minutes generation. New "Catalog" feature distills meeting core points in 3 minutes. Supports audio uploads and mobile processing. • AI Brief: 360° monitoring of global financial markets. Intelligently filters high-value news. Delivers integrated market data, news, and analysis. Scheduled delivery via WeChat or email. 【Core Functions】 • F9 DES: Comprehensive company insights in one click. Covers fundamentals, financial analysis, research reports, earnings forecasts, announcements/sentiment, and peer comparisons. • Floating Window for Real-time Monitoring: Track key stock movements via a floating mini-window. Monitor multiple assets simultaneously, never miss crucial market moves. • Investment Opportunities Modules: Dragon and Tiger List(Top Movers), Sector Tracking, Limit-Up Focus, Northbound/Southbound Connect. Identify institutional trends through a professional lens. • 3C Conference Platform: Access daily global industry and market insights directly from leading brokers, funds, and futures companies. • Wind Popularity Rankings: Track real-time popularity rankings of A-share, HK, and US stock funds. Gauge professional fund flows. • Global Corporate Database: Map intricate shareholder investment relationships. Direct access to F9 DES for 360° company analysis. • Specialized Data: Dividend/Distribution, Private Placements & Restructuring, Share Pledges, Margin Trading, Trading Halts/Resumptions, Institutional Holdings, Block Trades, Earnings Previews – covering vital market data points. 【7x24 Professional Support】 Through the built-in instant messaging tool, Wind Messenger, you can connect with our customer service team in real-time directly from the mobile app for rapid responses to professional queries. Contact Us: Customer Support Hotline: 400 820 9463 Official Accounts: Wind万得 on WeChat / Weibo / Xiaohongshu(RED) / Douyin(TikTok)