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One stop platform for policyholder and adviser

One stop platform for policyholder and adviser

Our team comprises of award-winning financial advisers and engineer from Facebook, we deeply understand the pain point of insurance users and advisers.

We are seeking strategic partners to join us!

Agree that the insurance market and user experience sxxks??

“Can you recall all your on-hand insurance policies details?”
“Are they still suit your current needs?”
“Do you have any orphan policy?”

Mr Advisers, “Do you have difficulty finding targeted customers and managing tons of customers?”

“Interested in tools to digitalizing the daily work, and smart enough
to dig out the business opportunity for you?”

We are an independent digital platform for solving all those headaches
from policyholders and advisers

Fintech startup Software Engineer

Colin Wong

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Founder @PortfoPlus • Worked at @IBM •Fintech