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Why does Financial Cube emphasize 3C investment advisory standards?

To answer this question, we must look at the development trends of China’s wealth management industry in recent years.

China's wealth management industry is at a critical stage of comprehensive acceleration and maturity; the business model will transform from "wealth product sales" to "customer demand-driven investment advisory model", and from "own product sales" to "open product platform".

Has become the industry's most common knowledge.

After the rise of buy-side investment consulting, the investment consulting business of various institutions is transforming to the "buyer". Especially since the launch of the pilot fund investment consulting business, "buy-side investment consulting" is no longer a simple slogan, but is more and more regarded as a

A set of business logic that focuses on the length of time customers participate in services, their recognition of investment returns and risk tolerance, and final service satisfaction.

Focusing on this series of goals, the business actions of financial institutions will also undergo great changes, from traditional product sales to providing asset allocation and scientific investment services.

Institutions that do not follow industry development trends will definitely be eliminated by the market.

There were so many robo-advisory institutions in 2018, but how many are still as good as Financial Cube?

This may be the reason why Financial Cube proposed the 3C investment advisory standard.

Judging from the actual performance, the Financial Rubik's Cube is indeed good. I have been using the Financial Rubik's Cube from 2017 to now. I bought the bottom in 2018 and made a lot of money in 20. I am quite satisfied with this result.