FDS
Connect asset managers with financial investors through an efficient and transparent fund sales platform.
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Bridging Wealth and Intelligence
AI-driven Fund Infrastructure Service Provider
Technology-enabled Fund Services
A secure, efficient and intelligent fund distribution infrastructure platform powered by technology.
ONE
An intelligent one-stop fund distribution system for financial intermediaries.
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Horizon Higher
An AI fund agent built for individual investors.
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Changé
A trusted AI-native workspace for complex knowledge work.
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Licensed Compliance, Protected Funds
We follow a compliance-first and risk-controlled operating philosophy, building robust internal controls and risk management around Hong Kong fund distribution requirements.
Licensed Compliance
Hong Kong SFC licensed corporation (BWT582), holding Type 1, 4 and 9* financial services licenses.
Fund Protection
Strictly regulated by the Hong Kong SFC, with client assets independently custodied with banks.
Account Protection
Licensed operations and technology-enabled risk control provide institutional clients with a safer and more stable financial service environment.
* Hong Kong SFC Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) licenses.
FDSFund Distribution System
A professional fund distribution infrastructure for asset managers and financial investors.
Our Services
We provide fund sales services for fund managers, commercial banks and institutional investment platforms. Our in-house FDS covers product onboarding, sales support, operations collaboration and data services.
Value Highlights
Through standardized and digital capabilities, we help clients achieve:
- • Multi-channel fund distribution collaboration
- • Enhanced investor service capabilities
- • Efficient product information flow
- • Optimized operations and settlement efficiency
ONEOpenfinance Nonstop Entry
An intelligent one-stop fund distribution system for financial intermediaries
ONE (Openfinance Nonstop Entry)* is Fundamental's self-developed one-stop intelligent fund sales system. It focuses on full-process fund distribution management and provides flexible, secure and scalable services for financial intermediaries. We provide five categories of application system services for partner institutions:
Self-developed fund sales core system (FDS)
Integrated intelligent payment routing system (PS)
Unified online fund sales API platform
Fund transaction data hub and reporting analytics (BAS)
Investment research data API and information services (MCP)
Your Intelligent Fund AI Assistant
Agent Mode
Web AccessAI-generated content is for reference only and does not constitute investment advice.
Common questions:
Horizon Higher™ is Fundamental's real-time interactive intelligent fund AI Agent. Centered on real-time Q&A, financial information and financial companionship, it combines AI foundation models with financial knowledge systems to provide intelligent, timely and personalized financial service experiences.
A Trusted AI-Native Workspace for Complex Knowledge Work
What is Changé?
Changé, whose name echoes the Chinese name "Chang'e," is a trusted AI-native workspace for complex knowledge work. It starts with data sources, puts agents in charge of execution, and uses spaces to capture and reuse professional capabilities, moving AI beyond one-off conversations into an expert work system that is traceable, collaborative and delivery-ready.
Trust at Every Step
Unlike general-purpose chat tools, Changé grounds its intelligence in data sources, source materials, historical context and accumulated knowledge. Every output retains its supporting sources, execution trail, deliverables and review path, making complex work traceable, verifiable and reviewable.
Expert Spaces
Through its agent runtime and skills ecosystem, Changé moves AI from generating content to completing tasks. Professionals can package accumulated materials, methods, workflows and tools into Expert Spaces, turning individual expertise into reusable organizational assets.