Smart Finance
TOP- Smart Financial Innovations
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Digital investment account - DAWHOTOU
SinoPac Securities became the first in the industry to launch the online account opening service with the unique feature of applying for 6 accounts in 3 institutions in 1 application. SinoPac Securities launched the “DAWHO + DAWHOTOU” online account opening service in collaboration with Bank SinoPac towards the end of 2019. It became the first joint account opening application and account opening progress inquiry service for both banking and securities in the industry. In 2022, SinoPac Securities worked with SinoPac Securities Investment Service Corp. to incorporate the online account opening service into the membership application of SinoPac Securities Investment Service Corp. When an investor completes account opening, he/ she will have access to six accounts including the NTD savings account, foreign currency savings account, and trust account of Bank SinoPac, the “DAWHOTOU” domestic trading account and sub-brokerage account of SinoPac Securities, and membership of SinoPac Securities Investment Service Corp. In 2023, SinoPac Securities became the first in the industry to launch the integrated bank and securities account inquiry service for investors that use Bank SinoPac for their securities account to view the transaction details and balances in the last 7 days, thus increasing the convenience of fund planning.
In addition, SinoPac Securities' digital wealth management investment account "DAWHOTOU" App continued to optimize the "smart order " function and expanded the scope of transactions to the Taiwan Stock Market, US stock markets, and options markets and launched smart orders for 17 application scenarios. It also integrated the 3 major transactions including market monitoring, order placement, and order deletion and revision on one page. It introduced the dual quality management technologies including "Quality of Service (QoS)" and "Quality of Experience (QoE)" to empower product and service upgrades and provide investors with a simple and efficient digital investment experience.
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| 2021 |
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Wealth Management App「DAWHOFONE」
DAWHOFONE is the first smart wealth management App in the industry. It is based on the core concept of "AI X Allocation Makes Portfolio Perfect" and uses digital intelligence services for wealth management to help investors configure the investment weights of various types of assets and optimize the efficiency of asset accumulation.
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| 2023年 |
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SinoPac Stock Savings Plan
SinoPac Stock Savings Plan, a digital platform that combines account opening, AI-based smart services, stock trading, and performance management, in order to provide Taiwan and U.S. stock market services based on the service concept of a one-stop shopping platform.
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| 2023 |
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| 2021 |
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Rich Club
SinoPac Securities launched its wealth management website to nurture investment and wealth management expertise by sharing knowledge of quantitative trading for beginners to professionals through audio-visual and interactive methods. The website features an all-round digital wealth management knowledge base comprising wealth management columns, trend forecasts, macroeconomic analysis, industry reports, technical analysis, and expert opinions, thereby spreading knowledge through digital services.
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| 2023 |
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| 2021 |
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AI BUNNY GOOD
"AI BUNNY GOOD," an AI-based service, to offer all-round investment trading services, combines stock selection + wealth management articles, and launched "Attractive Industries" and "Hot Topics in Stock Selection," provides integrated application services across platforms.
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| 2023 |
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| 2021 |
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SinoPac Securities Rich Club ESG website
“SinoPac Securities Rich Club ESG website” integrates research and evaluation results of SinoPac Securities and SinoPac Securities Investment Service Corp., and includes five highlights, namely the SinoPac+ ESG Evaluation System, SinoPac ESG investment portfolio, SinoPac ESG sustainability fund series, ESG funds, and insights into trends.
It is the first dedicated ESG website by securities firm in Taiwan, using a digital website to provide investors with information on global ESG investment trends.
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| 2022 |
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Please visit the SinoPac Securities Rich Club ESG website
Open Banking Partner APIs
SinoPac Securities developed multiple APIs for transactions and provides quotations, orders, reports, and historical price data services for domestic and overseas securities, futures, and options markets. They include Python, which has gained popularity in recent years. Customers can use the SinoPac Securities API to obtain quotations from domestic and overseas securities, futures, and options markets and issue orders directly. SinoPac Securities also hired program trading experts with diverse specialties to help clients solve program development problems, and continues to work with several FinTech companies for program traders to develop program trading modules or financial application platforms. In 2023, the cumulative transaction volume was NT$271.7 billion, up 8.37% compared to 2022.
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| 2022 |
《The 19th National Brand Yushan Awards》「Best Product: Python API (Shioaji)」 |
For SinoPac Securities' related service information, please visit the official website: Our Businesses - Digital Finance