Get to know about EasyView with Zac Jiang

Tell us about your company.

EasyView is a financial technology company specializing in providing digital solutions to family offices, external asset managers, private banks, and private wealth institutions. With a proven track record, EasyView’s CRM and Structured Product solutions have successfully served over 100 institutions in Hong Kong and Singapore. Our team consists of 70+ talented professionals in business and technology, based in Hong Kong and Shenzhen. In June 2023, we achieved a remarkable milestone by becoming the first player from the Greater China region to join UBS’s AssetLink platform. Additionally, in September 2023, we were honored to be included in Julius Baer’s prestigious list of Certified PMS Providers. Our certification with BJB FIX connectivity sets us apart as the sole service provider in Asia to accomplish this remarkable feat.

What roles does EasyView play in the EAM ecosystem?

EasyView’s Structured Product solution empowers decision-makers at Private Banks, Brokerage Houses, and EAMs with a comprehensive suite of tools. This includes the ability to access multi-issuers RFQs, conduct encrypted dealing, and utilize and automated post-sales life cycle management solution.

From a technical standpoint, EasyView is at the forefront of establishing industry standards for data interfaces. We facilitate the seamless integration of data from over 25 esteemed overseas private banks and custodians, empowering EAMs with a wealth of information. Our pioneering efforts include unlocking the FIX transaction ports of renowned private banks, thereby enabling effortless connectivity for EAMs and establishing a robust trading infrastructure.

As a super connector between EAMs and institutions, we actively collect requirements from EAMs and advocate for transformative changes. We encourage private banks and private wealth institutions to enhance their technology infrastructure and cater to the unique requirements of their esteemed clients. Through our collaborative efforts, we aim to drive positive and innovative development within the industry.