Shanghai Sinitek Computer Technology Co., Ltd.

Font size:

English

SiniUdata

Industrial Chain Investment Research Platform

Data Analysis

Industrial Chain Research

Industry Framework Tracking

Tools & Applications

Sinitek Open Data Middle Platform

Flexible, enhanceable, and scalable new-generation data center.

Top Design

Indicator Plugins

Reporting Tools

Executive Dashboard

Sinitek Open Development Platform

A Practical and Advanced Financial IT Architecture

Openness

Completeness

Flexibility

Advancement

Zhiqiu 2.0

Intelligent Research Terminal, Leading a New Era of Information Integration

AI Assistant

Complete Information System

Convenient Usage

Instant Delivery to Your Device

Company Overview

Shanghai Sinitek Computer Technology Co., Ltd. was founded in February 2003 and is a high-tech enterprise specializing in IT services for the financial sector. Headquartered in Shanghai, the company currently has branch offices in Beijing and Shenzhen, and R&D centers in Wuhan, Xi'an, Jinan, and Chengdu. It employs more than 700 people, over 90% of whom are highly educated, highly qualified, and experienced professionals. Its major client base includes licensed financial institutions such as funds, insurance companies, securities firms, banks, trusts, and private equity firms, as well as various state-owned investment holding platforms and other market investment institutions. The company is mainly engaged in the R&D of systems related to financial product and service marketing, the construction of financial data middle platforms, the development of investment research management platforms and asset management platforms, the development of investment performance analysis, risk control, and compliance products, and the in-depth processing and service of financial information. In recent years, the company has significantly increased its investment in R&D. Centered on the innovation philosophy of "incremental innovation, deep innovation, and pragmatic innovation," it has actively advanced innovation initiatives and encouraged employees to innovate across multiple dimensions, with its achievements receiving broad recognition. The company has successively been recognized as a "Shanghai Little Giant of Science and Technology Enterprise," a "Shanghai Enterprise Technology Center," a "Shanghai Patent Pilot Unit," a "High-Tech Enterprise," and a "Shanghai Specialized and Sophisticated Enterprise," among other honors. It has also received multiple awards from authoritative institutions such as the China Software Industry Association, the China Academy of Information and Communications Technology, the China Electronics Standardization Association, and the Shanghai FinTech Industry Alliance. Meanwhile, the company has passed ISO9001 Quality Management System, ISO27001 Information Security Management System, ISO20000 Information Technology Service Management System certifications, as well as the CMMI Level 5 appraisal. The company has accumulated dozens of trademarks and more than one hundred software copyrights, and has obtained more than ten invention patents in technical areas such as cloud computing, big data, and artificial intelligence. In addition, it has also participated in the drafting of multiple financial industry standards.

Sinitek Core Values

1Honor every commitment and enable client success.

2Think with principles, execute with rigor.

3Innovate incrementally, deeply, and pragmatically.

4Help others succeed so the company becomes a platform for personal achievement.

5Start with the end in mind, stay results-oriented, and look inward for answers.

6Take initiative to solve problems and pursue effective paths.

Sinitek Mission

Empowering finance with technology—always the feasible choice and reliable partner for professional investment institutions, unlocking unlimited possibilities.

Sinitek Vision

To be the most trusted technology partner for China's financial institutions.

Sinitek Products Matrix

We can provide our clients with several data products such as the financial information Aggregation product Zhiqiu, the economic & industrial data product Zhishu, and cloud-based services such as valuation model product Zhicai.

In terms of financial business applications, our main products focus on investment research and decision-making. Our products have two categories: sell-side and buy-side.

For the sell-side customers like security companies: we have research management system RMS; For the buy-side customers, we have Zhiyi for equity investment, Zhixin for fixed income investment, Zhitao for FOF/MOM business, and Zhixing for alternative investment.

Besides investment research, we provide investment banking project management system and intelligent investment advisory related applications for our sell-side customers; We also provide professional products for key businesses such as asset allocation, portfolio management, risk management, customer relationship management, and anti-money laundering tools for our buy-side customers.

As a technology company, we also provide relevant basic technical services and tools to our customers who are willing to build their own technology capabilities, such as the system development framework Sinicube, mobile application development framework SiniMas, data management tool SiniGalaxy, and artificial intelligence middleware service SiniAgents.

Investment research and asset management platforms for standard and alternative assets

Our solutions are widely adopted across funds, securities firms, insurers, banks, trusts, futures, and state-owned investment holdings, delivering tailored, comprehensive, and professional services for clients.

Zhiyi

A management practice and decision-support tool for equity investment. It supports compliance and business requirements across research reports, idea pools, and portfolios, covering all domestic A-share boards (Main, ChiNext, SME, STAR, NEEQ Select) as well as Hong Kong and U.S. markets, and provides end-to-end assistance from information gathering to broker roadshows, research tracking, opportunity discovery, alerts, and final decision making.

Zhixin

A management practice and decision-support toolkit for fixed-income investment, including a credit rating system. It supports on- and off-exchange bonds with credit evaluation, spread analysis, limit management, negative news monitoring, bond pools, and more.

Multi-Asset & FOF Management Platform

Delivers model analysis, daily operations, and performance evaluation for SAA and TAA strategies, while handling risk-return metrics, automated tagging, screening, product pools, portfolio analysis, and performance reviews for diversified open-end funds.

Zhixing

Provides full lifecycle management for alternative assets—including debt, equity, collateralized finance, and supply-chain finance—covering data capture, pricing, investment decisions, and ongoing management, with end-to-end tools that support the setup, fundraising, operation, and exit of wealth management and asset management products.

Zhihui

An intelligent research operations platform that integrates research management and external service delivery. It builds multi-layer business structures for financial and industry research institutions, bundling report production, compliance control, simulated portfolios, and performance assessment. Through structured demand analysis and intelligent resource matching, it delivers precise, comprehensive service coverage to improve both efficiency and quality.

Risk Control Performance Management System

Built on the Sinitek data middle platform, the system supports pre-trade portfolio analysis, in-trade risk monitoring, and post-trade performance evaluation. Key modules include portfolio management, asset allocation analytics, portfolio analytics, risk analysis, risk monitoring, performance evaluation and attribution, and limit management. It also exposes an open indicator modeling platform for custom financial metrics, limit rules, attribution models, and back-testing.

Information Terminals, Data & Modeling Services

Zhiqiu – Information Terminal

Delivers a 'headline-style' reading experience for professional investment researchers. The user base spans institutional investors, analysts, sales teams, and corporate secretaries. The platform aggregates research reports, news and sentiment, corporate disclosures, government and court documents, and social media. Powerful AI extracts investable insights and pushes them to target users based on detailed profiles.

Zhishu – Industry Chain Analytics

Consolidates research drafts, data collection, and multi-source datasets into a normalized, continuously updated industry database with pluggable indicators for one-click refresh. AI summarizes multi-dimensional market views across strategy, macro, industry, and company insights, and provides high-value outputs such as industry chain maps, research frameworks, and prosperity models. Intelligent applications cover industry research, framework design, indicator calculations, data monitoring, and charting—delivering precise, innovative, and efficient customized data and tools.

Zhicai – Listed Company Valuation Models

Builds valuation models based on financial assumptions about listed companies—including revenue, costs, assets, and liabilities—to forecast financials and support both absolute and relative valuation methods, as well as scenario analysis.

Additional Investment Research Data and Services

Provides consolidation and analytics for sell-side earnings forecasts, including detailed projections and consensus data; supplies an expansive knowledge graph covering tens of thousands of listed and private companies with seven relationship dimensions such as equity, competition, cooperation, and products—with daily updates for on-premise deployments; and delivers sell-side service management and coordination to help asset managers build platforms that track service quality and maximize outcomes.

Compliance Platforms

Anti-Money Laundering

Supports PBoC regulations for bank wealth and asset management with dedicated experts tracking AML policy updates and proactively upgrading models. The big-data-driven system quickly identifies suspicious transactions and streamlines follow-up, ensuring institutions keep pace with regulatory expectations.

Product Lifecycle & Operations Management Platform

Manages the full lifecycle of asset management products, monitors operational elements throughout their term, automatically dispatches tasks to relevant teams, reduces manual errors, and digitizes product operations end to end.

Metrics Center – Regulatory Reporting & Disclosure

Meets reporting requirements from CBIRC, the PBoC, and CSRC, generates disclosure reports for trustees, clients, and custodians, and offers extensive extensibility to integrate with existing data centers while letting institutions configure or edit new reporting templates.

Marketing Platforms

Direct and Agency Sales Management for Mutual Funds and Bank Wealth Products

Assists institutions in obtaining fund distribution qualifications and provides advisory support. Rooted in proven enterprise sales methodologies, the system blends intelligent service, automated marketing, and digital resource orchestration. It spans product management, account opening, subscriptions, redemption, clearing, and more—delivering secure, high-concurrency processing alongside full-lifecycle services from discovery to deployment.

CRM Platform for Institutional Clients

Built on enterprise sales best practices with intelligent service, automated marketing, and digital resource scheduling, the CRM helps asset managers build self-evolving organizations for digital transformation, offering end-to-end consulting, requirement discovery, product alignment, and deployment.

Data Middle Platform Construction

Data Warehouse

Integrates internal and external enterprise data into comprehensive models with robust data quality and access controls, delivering multi-dimensional data services. Leveraging OLAP databases and MPP/Hadoop stacks, the architecture scales linearly to support new systems and ongoing business growth.

Data Middle Platform

Provides extensive financial functions, indicator systems, and models—including fundamentals, portfolio analysis, risk factors, financial analysis, and performance attribution. The self-developed calculation and rules engines adopt multi-level caching, high concurrency, and load balancing, aggregating rich asset management functions to establish industry-grade development standards and secondary development capabilities for sustained data services.

Excel Add-ins, APIs, BI Tools, and Other Front-End Components

Middle-Office Capability Enablement

Training on microservice frameworks and messaging bus architecture and governance.

Provision and training for full front-end/back-end separated development component frameworks.

Provision and training for mobile platform development component frameworks.

Delivery of core components such as authentication, authorization, workflow, messaging, global search, and form configuration.

Practical consulting for Elasticsearch-based full-text search systems.

Practical consulting for Kafka-based streaming computation.