Powering financial business easy as 1 2 3

OnePlatform, our unique omnichannel one-stop financial business solution platform, expands business opportunities and enhances business productivity for financial advisors, brokers and financial institutions. Financial professionals can plug into OnePlatform easily and power up your business instantly. You get everything necessary from client servicing to backend operations support. 

One-stop

We enable end-to-end sales and customer journey management excellence through technology and operations support for your financial advisory

Nexus

We offer and manage a full suite of financial products span the spectrum from insurance, investment to real estate and lending

Ease of Mind

We offload your burden with solutions for business setup and financing, recruitment, training, sales acquisition to accelerate the business growth

Service Provided

Wealth Management Business Support

Business Setup and Financing
Financial Product Management
Talent Acquisition and Onboarding
Professional Training and Licensing
Prospecting and Lead Management
Sales Journey Partnership
Daily Operations and Systems Support
Customer Services and Management
3rd Party Website

Third Party Internet User Services for Customer

3rd Party Website

Third Party Internet User Services for Customer

Member Companies

https://www.convoy.com.hk/en/our-brands/op.wm
OnePlatform Wealth Management Limited
https://www.convoy.com.hk/en/our-brands/op.am
OnePlatform Asset Management Limited
https://www.convoy.com.hk/en/our-brands/op.ipc
OnePlatform International Property Limited
https://www.convoy.com.hk/en/our-brands/op.hkcc
Hong Kong Credit Corporation Limited

If you have any enquiries or complaints, please contact via +852 3601 8000 or email via [email protected] or visit Trust Tower, 68 Johnston Road, Wan Chai, Hong Kong

 

*Note: (1) Insurance and MPF schemes brokerage services are provided by OnePlatform Wealth Management Limited (respectively an Insurance Broker Company with HKIA Licence No. FB1452 and a Principal Intermediary with MPF Registration No. IC000579) (2) Fund products and/or services are provided by OnePlatform Asset Management Limited (a licensed corporation with SFC CE No. AFQ784) (3) Money lender business (including mortgage) are provided by OnePlatform Credit Limited (Money Lender's Licence Number 1207/2022) (4) Securities products and/or services are provided by OnePlatform Securities Limited ( a licensed corporation with SFC CE No. ABK353) (5) Any estate agency business exclusively in relation to properties outside Hong Kong are provided by OnePlatform International Property Limited

 

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