PortfoPlus

Features PortfoPlus

Many friends do not know much about the insurance policies they have bought, and it is even more difficult to guarantee that the insurance policies that have been provided for many years will be effective in times of crisis.Therefore, PortfolioPlus has established an innovative insurance technology platform to serve everyone and digital transformation for financial advisors.
We provide an electronic platform for users (or through the assistance of consultants) to integrate different insurance companies and types of insurance policies they have purchased.
Users can easily manage the policies in hand and share their policy portfolio with their family members.Through PortfolioPlus, customers can fully and fairly understand their protection needs, and financial advisors can also use this to understand the true needs of customers, and cooperate with a series of digital tools developed for advisors to provide customers with more personalized advice and services.Our team has seen that many friends do not have the opportunity to understand the need for protection due to various reasons.
When an accident occurs, it will place a huge burden on family members and loved ones.
I hope that our platform can inject the latest technology into this traditional industry to contribute to this problem.