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Manage your funds with APortal

APortal is the information hub to connect fund managers, investors, Fund Administrator, and all related parties (e.g., distributors, Compliance officers and Transfer Agents). It provides all of the information they need to gather for effectively managing the investment fund in an accurate, highly efficient and transparent way. This comprehensively integrated digital platform is equipped with interactive business intelligence dashboards, it facilitates the dynamic workflows and boost the reporting capabilities so as to empower the APortal users to cope with the demanding investment markets.

Online subscriptions

Investors management



An easy access to all of the key information aligns the understandings to the happening events and streamlines different task forces to achieve the common goals.

  • Platform offers digital solutions for regulatory compliance
  • Focuses on anti-money laundering (AML) and know-your-customer (KYC) regulations
  • Provides identity verification, document screening, risk assessment, and ongoing monitoring services
  • Aims to assist businesses and organizations in banking, fintech, and cryptocurrency industries
  • Enhances compliance processes and mitigates risks of financial crime


APortal is a web-based application, that means it is accessible from anywhere, on any device with any web browser. On top of ease of access, APortal comes with high level of security, the system is embedded with a multi-factor authentication function that secures your data in a concrete state.


APortal keeps trails on all documents’ submission and provides those documents’ real time status reports, such reports make ease to the fund managers and the fund administrator who are focusing on outstanding items.


Data visualizations and systematic filters enable the user to retrieve the required information in the restricted time frame. Availability of data analyses also help to review the procedures for further enhancing the efficiency.


The Artificial Intelligence (AI) augmented APortal helps the investor to avoid entering data tediously and repetitively. This enormously decreases the risk of entering incorrect information and the resources for checking and approving are reduced substantially also.


With APortal, the fund manager shares the same experience as the investors, it enables both parties to proceed collaboratively by having the same latest information in the same format.

Key Features

Ai & OCR augmented documentation system which tremendous shortens the document turn-around time and substantially reduces the erroneous manual work in conventional document handling routines.


State-of-the-art Customer Interfacing system which manages the collections, distributions and propagations of all fund related documents and information material for the investors.


Tech-savvy Customer Information platform that further strengthens and facilitates the future enhancement of the Customer Relationship Management System.


Hong Kong Most Valuable Corporate Awards 2022 - The Most Prominent AI Investors Portal of the Year


"Smartest Business Award 2021 - The Most Advanced AI Portal for Investors"

Asian Financial Forum 2023

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