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OnePlatform, a brand-new financial business services platform* for financial institutes and wealth management professionals, provides all-round services and integrates a full range of financial products including insurance, MPF, funds, securities, international properties and mortgage. Our technology-enabled, unified business and product platform unleashes the potential of your wealth management business at ease.

One-stop

We enable end-to-end sales and customer journey management excellence through technology and operations support for your financial advisory

Nexus

We offer and manage a full suite of financial products span the spectrum from insurance, investment to real estate and lending

Ease of Mind

We offload your burden with solutions for business setup and financing, recruitment, training, sales acquisition to accelerate the business growth

Service Provided

Wealth Management Business Support

Business Setup and Financing
Financial Product Management
Talent Acquisition and Onboarding
Professional Training and Licensing
Prospecting and Lead Management
Sales Journey Partnership
Daily Operations and Systems Support
Customer Services and Management
3rd Party Website

Third Party Internet User Services for Customer

3rd Party Website

Third Party Internet User Services for Customer

Member Companies

https://www.convoy.com.hk/en/our-brands/op.wm
OnePlatform Wealth Management Limited
https://www.convoy.com.hk/en/our-brands/op.am
OnePlatform Asset Management Limited
https://www.convoy.com.hk/en/our-brands/op.ipc
OnePlatform International Property Limited
https://www.convoy.com.hk/en/our-brands/op.hkcc
Hong Kong Credit Corporation Limited

*Note: Covering insurance/MPF products and services (provided by OnePlatform Wealth Management Limited, Insurance Broker Company Licence No.: FB1452 / MPF Registration No.: IC000579), fund products and services (provided by OnePlatform Asset Management Limited, SFC CE No.: AFQ784) , securities products and services (provided by OnePlatform Securities Limited, SFC CE No.: ABK353) and other products and services (provided by subsidiaries of Convoy Global Holdings Limited).

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