Major Events

2023

October

Obtained approval from the Securities Investment Trust and Consulting Association (SITCA) to provide Robo-Advisor services to professional institutional investors for trading stocks, index stock funds (ETFs), or Depositary Receipts (DR) on foreign securities exchanges.

2020

October

Serving as the Robo-Advisor Investment Consultant for First Commercial Bank’s e-First platform, FinRobo cooperated with to jointly introduce the Robo-Advisor solution.

  • e-First Robo Investment: “Simply define your investment goals; no need for further selections.”

2019

March

In March 2019, FinRobo signed a cooperation agreement with Morningstar

Morningstar is globally recognized as one of the most authoritative investment research institutions. Based on stocks, funds, and ETFs databases and research, Morningstar spans index compilation, financial product analysis tools, and solutions with expertise.

We (FinRobo), a Robo-Advisor service provider for financial institutions, exclusively integrates Morningstar’s asset allocation capabilities and stock selection strategies. This unique partnership allowed online investors to effortlessly access Wall Street-level investment services.

2018

October

Obtained approval as a Securities Investment Consulting Enterprise (SICE) business provider from the Securities Investment Trust and Consulting Association, with authorization for offshore fund operations.

2018

March

Received approval from the Financial Supervisory Commission (FSC) to operate as a foreign securities investment consulting service.

2018

January

Acquired the Securities Investment Consulting Enterprise (SICE) business license from the Financial Supervisory Commission (FSC)

2017

December

FinRobo Advisor Securities Investment Consulting Co., Ltd. was established

  • Capital: NTD 50 million
  • Major Shareholders: Systemweb Technologies & SYSTEX Corporation (TWSE code 6214)
  • Primary Business: Offering Robo-Advisor services, including comprehensive construction planning, business implementation consulting, and regulatory compliance consultation

2017

August

The preparatory office of FinRobo Advisor Securities Investment Consulting Co., Ltd. was found.

2017

June

SYSTEX Corporation and Systemweb Technologies jointly held a press conference with Morningstar to announce the launch of the first-of-its-kind “Wall Street Level” Robo-Advisor solution, Robo-Advisor ONE, in Taiwan

Vision

Our Robo-Advisor service ensures equal opportunities for all, achieving sustainable financial experiences.

We emphasize the four core values of “Trust, Professionalism, Sustainability, and Innovation.” Our vision is to harness financial technology for tech-driven finance, aiding financial institutions in serving a broad audience.

Leadership Team

Don Hsieh

Chairman

  • Current Positions: Chairman of FinRobo Advisor, CEO of Systemweb Technologies
  • Past Positions: Executive Vice President of Systemweb Technologies, Vice President of To Gether Information Technology
  • Professional Background: With over 30 years of dedicated service in the IT industry and a primary focus on asset management

Yamei Lee

President

  • Current Position: President of FinRobo Advisor
  • Past Positions: President at Taichung Bank Securities Investment Trust, Vice President of Fixed Income at Polaris Securities Investment Trust, Convener of the Bond Fund Group at the Securities Investment Trust & Consulting Association of the Republic of China, Assistant Vice President of the Bond Department at Jih Sun Securities Investment Trust
  • Professional Background: With over 30 years of expertise in both the securities industry and the securities investment trust industry

Eric Hsu

Vice President

  • Current Position: Vice President of FinRobo Advisor
  • Past Positions: Head of Investment Research Department at Hu Lian Zhi Dao Investment Management (Shenzhen), Managing Director of Investment Research Department at ZhiDao Financial Service (Shenzhen), Director of Financial Data Department at Shenzhen GTA Education Tech
  • Professional Background: With over 12 years of expertise in overseas asset management and financial technology

Sakura Wang

Vice President

  • Current Position: Vice President of FinRobo Advisor
  • Past Positions: Assistant Vice President of Institutional Business Department at Taishin Securities Investment Trust, Assistant Vice President of Channel Marketing Department at CTBC Investments, Vice President of Business Division at Jih Sun Securities Investment Trust, Assistant Vice President of Institutional Service Department at PGIM Securities Investment Trust Enterprise
  • Professional Background: With over 28 years of expertise in both the securities industry and the securities investment trust industry