Established in 2020, EasyView plays a key role in supporting the wealth management industry and empowers Independent Wealth Managers with two powerful product lines: a purpose-built CRM for client management and portfolio consolidation across multiple custodian banks, and a comprehensive structured product solution, EasyConnect, for price discovery, order blotter, and lifecycle management.
EasyView serves over 100 institutions—including family offices, external asset managers, private banks, and securities houses— delivering integrated technology solutions that have established the company as a trusted industry partner. With a team of more than 60 professionals spanning product managers, domain experts, and engineers, EasyView operates from offices in Hong Kong, Shenzhen, and Singapore.
