Content basis: verifiable figures, with the qualifier attached
Headcount, client counts, capital, certifications and coverage figures are the company’s public disclosures, sourced from the business registry, certificates and our own product sites. The statements “14,000+ funds covered” and RMB 5.6 tn+ in assets covered describe assets running on client platforms inside the software. They are not assets we manage or hold, and they imply no licensed asset-management activity.
Rankings by third parties such as Zero2IPO and ChinaVenture are annual selections; lists and positions move year to year. We quote only the reviewable count of ranked institutions running PEPM, never a current position, and we make no market-leadership claim. Case and impact text is anonymised; naming a client requires that client’s written authorisation, and we neither publish nor permit fabricated testimonials.
Four qualifiers when reading this site
- Figures are platform coverage counts, not revenue, and are dated to the published source
- Rankings are annual third-party selections, not a current position or a performance promise
- Cases are anonymised; no unauthorised client name or testimonial appears
- Certifications are named here; originals and validity dates are verified in due diligence
- Pages change as products and disclosures change; completeness at any given time is not warranted