Compared with the platforms of banks, securities companies and third-party Internet, number one financing is a good and simple choice, because there are more funds on some big fund platforms now, and novices are more likely to get lost. This is mainly completed around the wealth management needs and goals of customers, and provides solutions to customers through public offering of fund products and portfolios. According to the capital demand, we can choose several modules of financial services such as "current+,steady financial management and advanced investment", and professional financial consultants provide services.