TOOLS

A growing collection of useful systems for research, client work, and everyday routines. Choose a module to get started.

MODULE DIRECTORY

04 MODULES

SYSTEM 01DAILY SYNC

INFO STATION

Daily intelligence console

A daily briefing on domestic and international news, market context, and an evolving investment recommendation log.

DAILY BRIEFING
MARKET CONTEXT
ARCHIVE LOG

OPEN INFO STATION

SYSTEM 02PRIVATE

ARTICLE LIBRARY

Personal reading archive

Save WeChat article links and full text, organize tags and personal notes, and search or export your reading collection.

FULL-TEXT ARCHIVE
PERSONAL NOTES
SEARCH & EXPORT

OPEN ARTICLE LIBRARY

SYSTEM 03WORKBENCH

CFS WORKBENCH

Client service workspace

Bring client profiles, family needs, opportunities, tasks, and risk reminders together. Prepare meeting briefs and service plans with local storage and data import or export.

CLIENT PROFILES
MEETING BRIEFS
LOCAL STORAGE

OPEN CFS WORKBENCH

SYSTEM 04PRIVATE

RIDE SYNC

Cycling activity sync

Connect Garmin China, Garmin Global, and Xingzhe. Transfer rides by activity or date range, manage automatic sync, and review transfer history.

ACTIVITY TRANSFER
AUTOMATIC SYNC
TRANSFER HISTORY

OPEN RIDE SYNC