The risk of asset management and financial management is relatively small. There are only 34 companies in the country qualified to issue asset management products, so asset management products are somewhat scarce. Asset management is medium- and long-term financial management, usually more than one year, and the investment amount is usually 1 million or more. Asset management is regulated by the China Securities Regulatory Commission. Asset management business refers to the behavior in which asset managers operate client assets, provide securities, funds and other financial products to clients, and collect fees in accordance with the methods, conditions, requirements and restrictions stipulated in the asset management contract.

There are three main types of asset management business:

1. Provide targeted asset management services for a single customer.

2. Handle collective asset management business for multiple customers.

3. Handle special asset management business for customers’ specific purposes.

In addition to securities companies, fund companies, trust companies, and asset management companies, companies that can engage in asset management business also include third-party financial management companies. In a sense, third-party financial management companies play an important role in the asset management market. The expansion and positioning are somewhat similar to today's private equity funds, which combine expert financial management and flexible cooperation terms as a breakthrough to open up the asset management market.

Functional advantages

1. Structured data

1 Aggregate data from multiple sources such as service desk, financial planning, system management, etc. to provide relevant asset background and A single view of responsibility.

2Organize data by department or cost center for research and planning

3Maintain service history for each asset to help collect costs and maintenance over time Data

4 Execute automated workflows and asset changes simultaneously to keep relevant tools and databases fresh and inform stakeholders of important changes

2. Simplify workflow

1Support asset requests that obtain the latest data directly from the repository to ensure fact-based decision making and approval

2Control information in each user interface based on the user's role and permission scope , to ensure data security and minimize unintended changes

3Link hardware, software, license, discovery and permissions data so software can be coordinated based on findings for true compliance management Permissions

4 Access to track complete audit history of all status changes, actions, times, people and dates to enable accountability management and support asset and change audits

3. Control Capture returns globally

1Discover, validate, reconcile and aggregate data from multiple sources into a central asset repository for cost control and accountability

2Manage software licensing compliance with certifications, as well as regulatory, security, privacy and tax requirements

3 View relationships between hardware, software, contracts, users and organizational units for comprehensive asset reporting

4Track the lifecycle status of each managed asset and use status changes to trigger automated workflows to ensure consistent execution of key business processes