Alice Advisor智能财富管理工作台使用说明

发布时间：2026-08-19 一、AI总结内容 一、核心功能介绍 1. Alice Advisor是面向财富管理的一站式智能工作台，支持自然语言对话，可快速完成日常任务、业务拓展、学习研究，生成工作内容并获取反馈，为财富管理提供技术支持2. 其投资顾问工作流程围绕市场调研、产品筛选、组合诊断、客户服务形成完整服务闭环 二、产品筛选相关功能 1. 可筛选股票、ETF、基金、资管产品、信托等各类产品，助力投资顾问快速匹配客户需求，提升筛选与对比效率，提供精准推荐与配置支持 2. 示例：输入筛选条件（固收型、成立超10年、年化收益超10%、需5只），系统会快速匹配符合的基金，生成价格趋势图辅助对比历史表现；点击基金名可进入对应市场数据界面，还可跳转至F-9深度信息页 3. 基金图表右上角设有基金评测链接，点击可即时查看系统对基金核心特点与优势的分析，进一步提升产品调研与筛选效率 三、操作路径说明 1. 可通过首页Advisor客户营销板块下的Advisor入口，或直接在键盘助手中输入D访问Alice Advisor界面 二、音频原文（转写） HELLO, WHAT YOU SEE NOW IS THE ALICE ADVISOR INTERFACE. YOU CAN ACCESS IT BY CLICKING ON ADVISORUNDER ADVISOR CUSTOMER MARKETING ON THE HOME PAGE OR SIMPLY TYPE A D DIRECTLY IN THE KEYBOARD ASSISTANT TO REACH THIS PAGE. ALICE ADVISOR IS HAILED AS AN ALL IN ONE INTELLIGENT WORK PLATFORMFOR WEALTH MANAGEMENT WITH NATURAL LANGUAGE CONVERSATIONS. YOU CAN EFFORTLESSLY COMPLETE DAILY TASKS, BUSINESS DEVELOPMENT, LEARNING AND RESEARCH INSTANTLY, GENERATING WORK CONTENT, RECEIVINGFEEDBACK. and getting answers providing a tech-powered solution for wealth management. the investment advisor workflow forms a complete serviceloop centered around market research, product selection, portfolio diagnosis, and client service. in terms of product selection, alice advisor helps you screen various products such as stocks,etfs, funds, asset management products, and trusts, enabling investment advisors to quickly mat ch client needs. Improve efficiency in product screening and comparison. and deliver more precise product recommendations and configuration support. For example, when you input filter fixed income plus funds established for over ten years with annualized returns above ten percent, list five, the system will promptly identify eligiblefunds and generate price trend charts for thesefive funds, helping you visually compare their historical performance. You can also click on a fund name such as Gufu China Return A to directlyenter its F Wu Market Data Interface. If further analysis is needed, you may proceed to the F-9in-depth information page for comprehensive anddetailed insights. Additionally, after returning to the ALICE advisor interface, you can use the fund review link located at the top right corner of the fund chart to instantly view the system's analysis of the fund's key features and advantages, significantly enhancing your product research and selection efficiency. That concludes the introduction to ALICE advisor. Thank you.