A truly trustworthy smart wealth management platform requires not only advanced technology but also solid financial infrastructure. Recently, DAIQ Licaibao, an AI-driven smart wealth management platform, officially announced that its system architecture has fully integrated two major international and local financial pillars: ViewTrade Securities, Inc., a US-licensed brokerage firm, and SinoPac Financial Holdings Co., Ltd. ("SinoPac"), a listed Taiwanese financial holding company. Together, they have established a secure, efficient, and compliant global investment service system. This partnership marks a new stage in service capabilities and system stability for DAIQ Licaibao, providing Taiwanese and overseas Chinese investors with an unprecedented peace of mind in financial management.
The entire operational foundation of DAIQ Licaibao is built on the collaborative efforts of these two strong and strictly regulated financial institutions. In the US market, the platform is deeply integrated with ViewTrade Securities, Inc., which has been established for over 25 years. As a legal brokerage registered with the U.S. Securities and Exchange Commission (SEC) and subject to dual oversight by the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), ViewTrade has long provided cross-border trading and clearing services to financial platforms in over 20 countries worldwide, serving as the US stock trading hub for numerous international financial groups. Relying on this foundation, all client funds in this partnership are segregated and held in accordance with legal regulations to ensure asset security and independence. Furthermore, users also enjoy the comprehensive protections of the SIPC investor protection system:
Basic coverage: Up to $500,000 per client (including a $250,000 cap on cash).
Excess SIPC coverage: $5,000,000 total, with $2,500,000 in cash coverage underwritten by international insurance companies.
On the local Taiwan side, DAIQ Wealth Management has partnered with SinoPac Financial Holdings Co., Ltd. to leverage the compliance advantages of the local financial system. As a listed financial holding group approved by Taiwan's Financial Supervisory Commission (FSC), SinoPac owns several licensed financial institutions, including SinoPac Bank, SinoPac Securities, and SinoPac Futures. SinoPac boasts strong capital strength and consistently holds top rankings in FSC assessments. In this partnership, SinoPac will primarily handle key functions such as regulatory compliance, exchange integration, capital flow control, and tax withholding in Taiwan, ensuring that all operations fully comply with local financial and tax laws, transparent and traceable capital flows, and preventing private accounts or third-party interference.
It can be said that the entire DAIQ Wealth Management platform is a one-stop smart financial management platform, jointly developed by ViewTrade (US), responsible for international market technology and trading, and SinoPac (Taiwan), responsible for local regulations and tax systems. This solid foundation enables the secure operation of DAIQ's independently developed "Cloud AI Central System." Combining big data analysis, cloud computing, and artificial intelligence models, this system monitors market fluctuations around the clock, predicts trends, and optimizes portfolio structures, acting as a 24/7 intelligent investment advisor, providing users with scientific decision-making support.
Most importantly, this architecture fundamentally distinguishes it from unlicensed and unregulated informal platforms. All trading orders are executed by institutions holding official securities licenses, ensuring that funds remain within the regulatory framework throughout the entire process. Even in extreme situations, there are clear dispute resolution mechanisms and fund protection pathways. If investors encounter any future issues, regulatory agencies such as the SEC, FINRA, or the Financial Supervisory Commission can intervene to ensure their rights and interests are protected.
This collaboration represents not only the integration of technology and finance, but also the resonance of trust and innovation. Powered by AI technology and grounded in international compliance, DAIQ has successfully established a new intelligent investment model with a "global vision and local implementation." As global asset allocation demand continues to grow, this intelligent financial management ecosystem, jointly supported by the financial powerhouses of the United States and Taiwan, is opening a new path to wealth growth for a growing number of investors seeking both security and efficiency.