EasyView is a leading financial technology company specializing in delivering advanced digital solutions to external asset managers/multi-family offices, private banks, securities brokerages, and private wealth institutions. With an impressive track record, EasyView has successfully served over 150 institutions in Hong Kong and Singapore, offering top-notch CRM and Structured Product solution, "EasyConnect" (previously known as "ExtramilePro"). Our dynamic team comprises more than 70 skilled professionals in both business and technology, strategically located in Hong Kong and Shenzhen. Notably, in June 2023, we achieved a significant milestone by becoming the pioneering player from the Greater China region to join UBS's esteemed AssetLink platform. Moreover, in September 2023, our distinction grew as we received the prestigious recognition of being included in Julius Baer's esteemed list of Certified PMS Providers. Further setting us apart, our certification with BJB FIX connectivity solidifies our position as the sole service provider in Asia to accomplish this remarkable feat. In April 2024, Asian Private Banker honored us with the prestigious title of "Tech House of The Year".

EasyView

This department focuses on identifying and pursuing growth opportunities through product development and strategic partnerships.

Business Development

This department focuses on supporting sales efforts and ensuring customer satisfaction through effective management and support.

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Other teams

Sales and Customer Success