EasyView is a financial technology company specializing in providing services to family offices, external asset managers, and private wealth institutions. With a proven track record, EasyView's CRM and Structured Product solutions have successfully served over 100 FO/EAM, banks, securities firms, and other institutions in Hong Kong and Singapore. As a trusted partner in the industry, EasyView has established itself as a reliable choice.

The company has achieved significant success in connecting data interfaces of more than 20 renowned overseas private banks/brokers, setting a new standard in data integration. EasyView has also pioneered the opening up of FIX transaction ports of well-known private banks, enabling seamless connectivity and offering institutionalized infrastructure and solutions tailored to the specific needs of family offices and private banking clients.

Our team consists of 50+ 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.

Why work with us

EasyView is proud to be the only Fintech service provider with actual experience and knowledge working within External Asset Manager & Family Office field in the Greater China region.