RM Client Meeting Tool

One RM workspace, from client discovery to shelf selection

Retail KA spectrum → trigger scenario → three solutions → published shelf selection. Portfolio interpretation, outreach, official quotes, and orders remain in the brokerage app.

Open Client Service Browse the Full Shelf

Core Workflow

From understanding the client to explaining the product

Four steps connect meeting preparation with live client guidance, each producing a clear, actionable result.

View the Full Capability Overview

Client Service

Understand the Client and the Right Moment

Use the retail KA spectrum, client description, and official risk rating to quickly decide where today's conversation should begin.

Output from this step

Client spectrum · Trigger scenario · Risk ceiling

Open Client Service

Solution Design

One-Stop Client Encounter

One encounter workspace: capture the meeting, analyse the situation, allocate, recommend products and talk tracks, then pass release gates.

Output from this step

Meeting → Situation → Allocation → Products · Talk tracks

Open Client Service

Product Shelf

Review Available Products and Selling Points

Browse actual on-shelf products by risk, term, and client segment; details include both professional rationale and client-friendly highlights.

Output from this step

Available products · Product rationale · Client-friendly highlights

Open Product Map

Structured Product Guidance

Explain FCN Terms and Scenarios Clearly

Select underlyings by segment and structure, adjust tenor, strike, coupon, and risk, and clearly explain upside, base, and downside scenarios.

Output from this step

Structure types · Linked terms · Three-scenario analysis

Open the FCN Workspace

Multi-Market Shelf

HK / JP / MY / SG

Every market below is populated with fabricated records so the end-to-end workflow can be explored without company data.

HK as of 2026-10-10

Hong Kong (HK)

Synthetic demo ready · 274 products

Broad synthetic shelf with funds, bonds, private markets, and structured underlyings

Explore shelf

Singapore (SG)

Synthetic demo ready · 428 products

Synthetic SGD shelf for liquidity, income, growth, and private-market conversations

Explore shelf

Malaysia (MY)

Synthetic demo ready · 18 products

Synthetic MYR shelf with advisor talk tracks and cross-market allocation examples

Explore shelf

Japan (JP)

Synthetic demo ready · 6 products

Synthetic JPY shelf for cash, fixed-income, balanced, and growth scenarios

Explore shelf

Product Map

Review coverage by risk × term and client segment.

Open Map

Structured Products

Explain structures and underlyings clearly; market data uses the morning snapshot.

Open Guidance