In traditional wealth management, it is difficult for advisors to provide long-term support, making it hard for users to maintain consistent investment habits. Institutions tend to focus on sales and asset custody scale, often overlooking long-term needs such as family legacy and education planning. As a result, truly personalized and lasting wealth management services are rarely offered.
MAT EverTrust Advisory System – Key Functions Explained
1. Personal Smart Investment Assistant
The system continuously learns from each user’s investment history, risk preferences, and capital flow patterns to build a personalized “investment DNA profile.”
It automatically generates a behavioral archive to help users track and review their past decisions.
This allows for tailored strategy recommendations and custom financial planning based on individual needs.
2. 24/7 Intelligent Support
The system runs around the clock, offering real-time alerts, rebalancing suggestions, and risk notifications.
Users can set life goals such as home purchases, education funding, or retirement plans and track their progress dynamically.
This addresses the delays often caused by limited or inconsistent human advisory services.
3. Multi-Dimensional Asset Allocation Guidance
Supports a wide range of asset classes including stocks, funds, crypto assets, insurance, and commodities.
The system automatically provides portfolio optimization suggestions based on market conditions and user updates.
It also offers rebalancing reminders and supports one-click execution or integration with trading platforms.
4. Education Planning and Life Milestone Guidance
The system helps users create financial roadmaps for goals such as children’s education or overseas study.
It includes financial stress simulations to model situations like income loss, early spending, or large one-time expenses.
This supports rational, long-term planning for families at different life stages.
5. Wealth Transfer and Intergenerational Collaboration Tools
Through an authorization mechanism, users can link family accounts and share information securely and selectively.
Parents can gradually communicate their financial planning intentions to the next generation, promoting healthy financial values and long-term resource management.
The system supports customizable family finance roles and collaborative views so that all members can participate in wealth planning, simulating the functions of a family office.
6. Privacy Protection and Data Ownership
All account data is stored with encryption, and users retain full control.
Inheritance access mechanisms and automated asset transfer strategies can also be set up to support estate planning and legacy needs.