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EverTrust Advisory System

In traditional wealth-management models, advisors often struggle to provide consistent, long-term support. Many institutions prioritize sales targets and asset-gathering ambitions, while overlooking core needs such as family legacy planning, education funding, and long-horizon financial structuring. As a result, truly personalized, sustainable, and family-aligned financial guidance remains rare.
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Personal Intelligent Investment Assistant

Continuously learns from a user’s investment behaviors, risk tolerance, and asset movement records to build a long-term “investment DNA profile.” It automatically generates behavioral analysis reports to help users review decision logic and reduce repeated mistakes. With constantly updated personalized insights, the system provides precise strategy recommendations and long-term financial planning guidance.

24/7 Intelligent Support

Operating around the clock, the system delivers real-time risk alerts, rebalancing suggestions, and trend-based notifications. Users can set long-term life goals, such as buying a home, retirement planning, or children’s education funds and the system tracks progress continuously. This solves the common issue of traditional advisors being unavailable or inconsistent over time.

Multi-Dimensional Asset Allocation Guidance

Supports diversified assets including stocks, funds, crypto assets, insurance products, and commodities. It adjusts allocation structures based on market conditions, volatility patterns, and user-specific goals. Regular rebalancing reminders and platform integration enable one-click execution for efficient portfolio maintenance.

Education Planning and Life Milestone Guidance

Assists with major life goals such as children’s education, international study plans, and property purchases. Its built-in financial stress-testing models simulate realistic scenarios, income reduction, early expenses, and unexpected large costs, helping families build rational, long-term budgets and prepare for evolving financial challenges.

Wealth Transfer and Multi-Generation Collaboration Tools

Through secure authorization mechanisms, users can link family accounts and share necessary financial information. Parents can gradually pass on financial knowledge and resource-management habits, helping the next generation develop healthy wealth awareness. The system supports role-based permissions, custom access levels, and collaborative planning views, mirroring the structure of a compact family office.

Privacy Protection and Data Ownership

Employs full-path encryption and tiered permission controls to ensure all data remains under user ownership. Users can set inheritance access rules, automatic transition strategies, and estate-management parameters, ensuring the wealth-transfer process is secure, orderly, and aligned with personal wishes.