In today's era of rapid development in financial technology, the securities brokerage and wealth management industries are undergoing unprecedented changes. Digital tools have become the core driving force for financial institutions to reduce costs, increase efficiency, and expand business boundaries. Whether it is securities brokerage companies seeking to quickly acquire customers and develop their businesses, or asset management institutions eager to improve asset operation efficiency, they all rely on efficient, secure, and customizable financial technology solutions. Longbridge Whale, as a leading fintech company in the industry, is providing strong technical support for various financial institutions worldwide with its comprehensive digital services, becoming a key force in promoting the digital transformation of the industry.

I. Understanding Longbridge Whale: An Innovator in the Fintech Field

Longbridge Whale is a fintech enterprise focused on providing leading digital solutions for securities brokerage firms, external asset management companies, family offices, private banks, and ultra-high-net-worth individuals. Its core goal is to promote the digital development of securities trading and wealth management through self-developed advanced financial technologies, helping clients seize opportunities in the fierce market competition.

(I) Strong Team Strength

The founding team of Longbridge Whale consists of senior financial managers from Singapore and Hong Kong, as well as technical experts from world - class technology enterprises. This "finance + technology" luxury configuration has laid a solid foundation for the company's development. Currently, the company has nearly 400 employees in various parts of the world, including Hong Kong, Singapore, Chinese mainland, the United States, and Thailand. Among them, financial technology R & D personnel account for more than 70%. Its strong independent research and development capabilities have put it in a leading position in the industry, and it has won financial technology awards from international authoritative institutions for many times.

(II) Core Service Scope

Longbridge Whale's services mainly focus on two major areas:

• One - stop securities brokerage trading system: It provides securities brokerage firms with solutions such as securities trading counters, Internet App +, and virtual asset trading, covering trading services in major global securities markets such as Hong Kong stocks, US stocks, and Japanese stocks.
• Digital wealth management trading system: It provides one - stop wealth management services such as portfolio management, transaction management, and risk management for institutions such as external asset management companies, family offices, and ultra - high - net - worth individuals.

II. Longbridge Whale's Core Solutions: Fully Meeting the Needs of Financial Institutions

(I) Internet App + Solution: Helping Securities Brokers Achieve Rapid Digital Customer Acquisition

1. Core Positioning

This solution provides securities brokers with a modern white - label product solution. Brokers can quickly create their own brand of Internet App + products through freely combinable subscription plans, thereby realizing the digital development of securities services, reducing costs, and efficiently acquiring customers and developing businesses.

2. Product System

• LongPort (Public Brand Trading System)
  • Core features: It is a public - brand securities trading system that supports the entry of multiple securities brokers and can be used immediately after opening.
  • Target customers: Securities brokers who want to carry out business quickly with light investment. Its advantages are that there is no need to bear additional technical resource costs, saving R & D investment; the community has high activity and comes with a rich content ecosystem, such as live lecture halls and professional information; it also integrates professional news information from Wall Street News, Zhitong Finance, etc., reducing content operation costs. Moreover, it supports unlimited monthly active users, which can meet the needs of large - scale business.
• White Label (Independent Brand Terminal)
  • Core features: It is a customizable independent brand terminal that supports personalized configuration of visual styles, functional modules, and data permissions.
  • Target customers: Securities brokers with needs for independent large - scale operation, brand building, and characteristic function development. It supports the creation of independent terminal brands and custom visual systems; connects to the marketing activity platform to realize independent operation of online marketing activities; supports desktop trading to strengthen asset management capabilities.
  • Differences in monthly active user versions: The standard version supports 1,000 monthly active users for free; the professional version supports 5,000 monthly active users for free; the flagship version supports unlimited monthly active users.

3. Core Functions

• Content and data services: It covers real - time and delayed quotes in markets such as Hong Kong stocks, US stocks, A - shares (Stock Connect), and Singapore. It provides multi - dimensional data to support fundamental and technical analysis, integrates 7×24 - hour news and community discussion functions, and embeds TradingView charts to meet the needs of professional analysis.
• Marketing and customer management: It realizes customer segmentation and precise reach based on the data platform, covers a variety of reports and supports batch export, supports the configuration of multi - scenario marketing activities, and improves transaction conversion rates through efficient customer management tools.
• Flexible product configuration: Functional modules can be combined on demand, and report data permissions are set according to roles to ensure security and compliance. It supports efficient development and iteration of reports and functional modules based on the data platform.

4. Solution Advantages

It adopts a microservice architecture, with independent deployment of services, ensuring data security and delivery quality, and helping securities brokers transform into Internet - oriented enterprises; it realizes rapid deployment of functions through the configuration platform, shortens the development cycle, and accelerates business launch; it accesses operational marketing services and combines multi - channel delivery to achieve precise user reach; professional teams support customized function development to meet the personalized needs of securities brokers.

(II) Securities Counter Solution: Building Exclusive Trading Counters at Low Cost and Quickly

1. Core Positioning

It is committed to helping securities brokers customize exclusive digital trading counters at the lowest cost and fastest speed (within a few weeks), significantly reducing costs and exploring new growth points. It supports personalized方案定制 and can quickly access various businesses to meet different scenario needs.

2. Trading Capabilities

• Global market and product coverage: It covers four major markets including Hong Kong, the United States, Stock Connect, and Singapore. The trading products include stocks, ETFs, warrants, options, bonds, etc., and it also supports new stock subscription, fund subscription and redemption, US stock short selling, etc. characteristic businesses.
• Complete order types: It covers all exchange order types, such as limit orders and market orders, as well as self - developed conditional orders, additional orders, basket orders, etc., as well as algorithmic orders such as TWAP and VWAP, and long - term orders such as GTD and GTC.

3. Front - end, Middle - end and Back - end Systems

• Trading front - end (WhaleTradeTerminal): It supports multi - terminal adaptation, can personalize the configuration of the operation interface, provides dozens of trading and market shortcut keys to improve operation efficiency, and embeds TradingView charts and rich technical indicators; it supports daily businesses such as transaction allocation and order approval, displays risk control records in real time, and supports account adjustment operations.
• Trading middle - end: It supports account opening for customers in more than 200 countries and regions around the world and various identity authentication methods, realizes minute - level deposit and withdrawal to the account, supports multiple deposit and withdrawal methods, automated KYC review can complete account opening in as fast as 3 minutes, and the full - process risk control completes relevant judgments within 5ms.
• Trading back - end: It supports 7×24 - hour uninterrupted operation and remote multi - active disaster recovery, has a liquidation capacity of 20,000 TPS concurrent processing, completes daily liquidation in minutes, supports the full - process automated processing of corporate actions, covers seven categories of reports, and supports batch export in multiple formats.

4. Function Comparison by Versions

(III) US Stock and US Stock Options Solution: A Powerful Tool for Quickly Entering the US Stock Market

1. Core Positioning

With "fast implementation, low cost, and strong capabilities" as its core advantages, it fully covers businesses such as US stocks, US stock margin trading, and options trading, and includes all scenarios such as real-time market quotes, transaction execution, risk control management, and deposits/withdrawals. It helps securities brokers quickly carry out US stock-related businesses, providing customers with high-quality trading experience with the lowest cost and human input.

2. Core Value

• Market demand-driven: The US stock market is actively traded with deep liquidity, providing more trading opportunities for investors, meeting their diversified investment needs, and adapting to different investor preferences.
• Advantages of the solution: It covers the entire process from the US stock counter system to the front-end App, enabling the fastest system setup, reducing technical development and human input costs, supporting integration with third-party systems, and flexibly connecting with accounting, CRM and other systems.

3. Core Service Capabilities

• Multimarket Trading Coverage: Covers US market stocks, ETFs, options, supports cross-market and cross-category trading, supports all exchange order types as well as multiple proprietary order types, supports basket orders and bulk trading.
• Professional Trading Capabilities for US Options: Supports real-time OPRA option quotes and both long and short trades, supports strategy combinations to reduce margin requirements, and offers full-process management capabilities including exercise and assignment.
• Efficient Trading System Support: Millisecond-level order submission latency, 20,000 TPS concurrent processing capacity, 7x24 non-stop service with multi-site disaster recovery, supports dozens of trading shortcuts and professional market analysis tools.
• Comprehensive Risk Management: Pre-trade calculation of purchasing power and trading permissions based on real-time asset data, intra-trade risk assessment completed within 5ms, post-trade second-level response to risk handling.
• Clearing and Settlement with Reporting Capabilities: Supports integrated clearing of operational coupons, includes seven major categories of real-time and end-of-day reports, supports batch export in various formats, adheres to Eastern Time for pre-market and after-hours trading and settlement reports.

4. Service Solutions for Different Clients

• Existing Clients (already using Whale system): No need for redevelopment, can quickly activate US stock and options market permissions, leverage mature system integration capabilities to achieve minimal cost input and fastest deployment speed, share existing risk control and settlement systems.
• New Clients (need to integrate with third-party counters): Supports App integration with third-party counter systems for trading data interoperability, can be integrated with existing accounting, CRM, etc., systems of brokers, provides open APIs to support custom development and feature expansion.

(IV) Wealth Management Solutions: Fully Online Wealth Management Platform

1. Core Positioning

To create a fully online wealth management platform for financial institutions, integrating the entire process services such as quotation, listing, risk control, trading, settlement, and lifecycle management for structured products and bonds, while also supporting investment immigration business, covering customer service, product promotion, wealth management, and other scenarios to meet the strong demand for online services.

2. Market Pain Points and Solutions

3. Terminal User Experience Optimization

• For End Users:
  • Intelligent matching of products with client needs, precise recommendation of suitable investment products;
  • Providing directed information displays to assist investment decisions;
  • Supporting online instant communication, simplifying subscription processes;
  • Real-time notification of portfolio changes, seamless connection to subsequent actions.
• For Relationship Managers:
  • Comprehensive connectivity within the wealth management ecosystem, efficient business operation by bridging upstream and downstream supply chains;
  • Assisting in expanding more business combinations, providing professional solutions and product support.

(V) 7x24 One-Stop Virtual Asset Trading Solution: Pioneering Layout in the Virtual Asset Market

1. Core Positioning

As the first available virtual asset solution provider in the Hong Kong market, we offer a 7×24 one-stop virtual asset trading solution, covering end-to-end services such as market data, community news, trading, clearing and settlement. This solution allows brokers to add a virtual asset module to their existing securities trading system, enabling rapid expansion into new business areas.

2. Core Services

• Content Services: Connects to exchanges such as HashKey and OSL to provide ultra-fast real-time market data, including 24-hour intraday trends; aggregates news from major global cryptocurrency media, providing 7×24 uninterrupted updates, with content compliance reviewed by region.
• Trading Services: Supports 7×24 uninterrupted trading across multiple exchanges, offers various order types, supports long-term order strategies, and enables coexistence of virtual asset and stock trading within the same system.
• Account Services: Shares a unified account system for both virtual asset and stock trading, supports instant cross-category fund transfers, automated KYC verification for account opening in as fast as 3 minutes, and multi-device login with flexible account switching.
• Trading Desk System: Equipped with professional trading tools, supports virtual asset market data viewing, enables real-time risk control across markets and multiple asset classes, ensures 7×24 service continuity, and allows traders to seamlessly switch between stock and virtual asset trading.

3. Feature Comparison by Version

4. Regulation & Advantages

Aligned with SFC virtual asset compliance policies, supports generation of compliance reports, responds to HKEX and SFC regulatory changes, and provides professional regulatory upgrade services. Key advantages include high performance, low cost (over 30% below industry average), advanced technology (59 patents filed cumulatively), and high competitiveness (efficiency improved by over 50%). It also enhances user value contribution—not just SaaS, but Security-as-a-Service—delivering sustainable, high-quality service.

III. Technical Highlights & Competitive Advantages

Longbridge Whale adopts a high-performance microservices architecture to ensure system stability and security. At the same time, its configuration platform enables rapid feature deployment, significantly shortening development cycles. Additionally, its strong scalability and seamless integration capabilities with other third-party systems further enhance the product's flexibility and adaptability.

In the field of fintech solutions, Longbridge Whale demonstrates significant competitive advantages through outstanding performance across multiple dimensions:

• Market Coverage: Longbridge Whale's solutions cover multiple major global securities markets, including Hong Kong, the U.S., Stock Connect, Singapore, and also extend to virtual asset markets, leading many similar products in both breadth and depth of market coverage.
• Customization Capability: Solutions such as the White Label independent brand terminal support highly personalized configurations, from visual styles to functional modules, fully meeting the brand-building and specialized business needs of different financial institutions, offering superior customization flexibility.
• Technical Strength: With over 70% R&D personnel and 59 patents filed cumulatively, Longbridge Whale possesses strong in-house R&D capabilities and rapid technology iteration, ensuring system stability, efficiency, and security—a technical advantage difficult for many similar products to match.
• Cost Efficiency: Offering highly competitive services at over 30% lower cost than the industry average, it helps financial institutions significantly reduce technology development and operational costs, excelling in cost control.
• Compliance Support: With deep understanding of financial regulations across regions, its solutions are aligned with regulatory requirements from SFC, HKEX, and others, support compliance report generation, and provide professional regulatory upgrade services, offering comprehensive compliance support.
• Service Efficiency: The securities trading desk solution can be deployed within weeks, helping clients launch services quickly. System processes such as clearing and account opening are highly efficient—examples include minute-level deposit/withdrawal settlements and generating daily/monthly statements for hundreds of thousands of clients within five minutes—service efficiency far exceeds many similar products.

Moreover, Longbridge Whale is "more than just SaaS." Its seamless connection to the trading network ecosystem enables services such as global multi-market trading channels and margin trading. Combined with a delivery team with over ten years of experience and continuous support from a professional team of more than 200 members, it forms a unique competitive edge, delivering added value beyond ordinary software services.

IV. Frequently Asked Questions (FAQ)

Q1: What types of clients are suitable for Longbridge Whale's services?

Longbridge Whale primarily serves various financial institutions, including but not limited to securities brokerages, external asset managers, family offices, private banks, and ultra-high-net-worth individual investors. Whether you are a small or medium-sized broker seeking an all-in-one securities trading solution, or a professional institution aiming to enhance wealth management efficiency, Whale can provide tailored products and services.

Q2: How do I get started with Longbridge Whale's services?

First, please visit the Longbridge Whale official website to learn more, or contact our sales team directly for detailed consultation. Based on your specific needs, we will provide personalized solution recommendations and assist you throughout the entire process from trial to official launch.

Q3: Is Longbridge Whale's virtual asset trading solution secure and reliable?

Absolutely. Whale's virtual asset trading solution strictly adheres to regulatory policies in various jurisdictions and employs the most advanced encryption technologies and security measures to protect user data and fund security. Additionally, we offer 7×24 uninterrupted support, ensuring a stable and reliable trading environment for users under any circumstances.

Conclusion

In summary, Longbridge Whale, as a pioneer in the fintech industry, is redefining the way securities trading and wealth management are conducted through its leading technology solutions. Whether in enhancing trading efficiency, reducing operational costs, or improving user experience, Whale demonstrates unparalleled advantages. Looking ahead, as technological innovation continues to advance, Longbridge Whale will remain committed to providing global clients with higher quality and more efficient services, helping them achieve greater success in the ever-changing financial markets.