iWealth – a fast and interactive wealth-management tool developed by YF Life
YF Life is committed to creating a brighter future for its customers by providing professional and technology-enhanced one-stop risk- and wealth-management consulting services. iWealth is a fast and interactive wealth-management tool, to help you manage your investments efficiently and realize your dreams. iWealth offers a range of useful features:
• Advanced searching for investment choices
• View calendar-year and cumulative performance
• Access daily unit prices
• Create personalized investment-choice watch list
• Portfolio Review Report
• Fund switching
• Global market insights
YF Life is a member of publicly listed Yunfeng Financial Group Limited. For more information, please contact our financial consultants, call our Customer Service Hotline at (852) 2533 5555 or visit www.yflife.com.
iWealth投資大計由萬通保險設計，提供互動及快捷方便的財富管理服務
萬通保險致力為客戶提供專業及科技化的一站式風險及財富管理服務。由萬通保險設計的iWealth投資大計，讓你透過互動功能，快捷方便及有效地管理投資，實現夢想。iWealth投資大計的功能，包括：
• 搜尋心水投資選擇
• 查閱年度及累積回報表現
• 查閱每日價格
• 自設個人化投資組合
• 投資組合表現報告
• 更改投資組合
• 環球市場資訊
萬通保險為港交所上市公司雲鋒金融集團成員。如欲獲得更全面的資訊，請聯絡本公司的財策顧問、致電客戶服務熱線 (852) 2533 5555或瀏覽www.yflife.com。