Create Together Achieve More
OnePlatform, a brand-new financial business services platform* for financial institutes and wealth management professionals, provides all-round services and integrates a full range of financial products including insurance, MPF, funds, securities, international properties and mortgage. Our technology-enabled, unified business and product platform unleashes the potential of your wealth management business at ease.
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
Third Party Internet User Services for Customer
Third Party Internet User Services for Customer
Member Companies
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: Covering insurance/MPF products and services (provided by OnePlatform Wealth Management Limited, Insurance Broker Company Licence No.: FB1452 / MPF Registration No.: IC000579), fund products and services (provided by OnePlatform Asset Management Limited, SFC CE No.: AFQ784) , securities products and services (provided by OnePlatform Securities Limited, SFC CE No.: ABK353) and other products and services (provided by subsidiaries of Convoy Global Holdings Limited).