Yuanta Mr. Fund App

Yuanta Securities Investment Trust Co., Ltd.

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“Mr. Fund” serves as a one-stop financial services platform, offering functions such as account opening, product information searching, transactions, and market information collection. It is the only financial services application in Taiwan integrating information on both ETF and mutual funds. Moreover, it is the pioneer in its industry. In contrast to traditional highly-charged consultants that only serve high net-worth clients, the free-of-charge app aims to be customers’ digital financial consultants. Besides displaying clear financial information, the app adopts the concept of online shopping carts. Information, such as dividend distribution data and intraday value, has also been integrated into the app. Instead of displaying function icons as with traditional apps, “Mr. Fund" emphasizes what is most frequently used. Based on user behavior data, the app has a renovated interface delivering what users care about the most on the simplest path. The app further simplifies the operating procedures of fund transactions, enabling customers to access professional services regardless of the limitations of time and space.

573225_MrFund
573225_MrFund

Highlights
  • Serves as a one-stop financial services platform, offering functions such as account opening, product information searching, transactions, and market information collection.
  • Has a renovated interface delivering what users care about the most on the simplest path based on user behavior data.
  • Further simplifies the operating procedures of fund transactions, enabling customers to access professional services regardless of the limitations of time and space.