ifuzhen.com, ifortzone.com a product of Edgework Ventures Edgework Ventures Limited Flat L 19th Floor, Goldfield Building 144-150 Tai Lin Pai Road Kwai Chung, Hong Kong Edgework Technology, Shanghai 中国 上海 浦东 花园石桥路 33号 Edgework Technology, San Francisco USA, San Francisco 101 California Street, Room 2710 94111 Financial Management Software & Financial Wiki
IFortZone.com is a financial management software product released by Edgework Ventures Group. It helps individuals to manage their personal finances. It consists of online and mobile personal finance tool, and an ifortzone Community (Wiki and Forum) - It s Free: Free online personal accounting software, data storage, and recovery system. - It s Easy: Once logged in, updated information and transactions and data are synchronized amongst your data via your web, tablet, and mobile devices. - It s Safe: All data is securely uploaded, stored, and synchronized amongst all your devices to and from the Cloud; making your data accessible anytime, everywhere - It s a Community: Our Wiki and Online Discussion Board are a great place to learn and share Financial knowledge. 福镇理财是上海羿众信息科技有限公司专为个人用户服务的理财软件 目前有在 线记账 手机记账 福镇百科和福镇论坛等一系列平台组成 说起理财 人们马上会想到目前市场上浩如烟海的股市 期市等投资信息 如何 从如此多的信息当中找到自己真正需要的 是很多人头疼的问题 另外 理财仅 仅是投资吗 根据国际认证金融理财师(Certified Financial Planner,CFP)当中的定义 理财是对个人或家庭现金流的规划和跟踪 以最优化的方式使用现金资源 并最 终实现财务自由 但是如何实现呢
Whenever we speak about Financial Management, people are often overloaded with information about the hot stocks and derivatives, which can be found everywhere. It s a very puzzling question of how to sift through all the information and make sense of it. Does Financial Management mean Investment? ifortzone believes Financial Management begins with tracking and planning an individual or family s cash flow, and understanding how to better manage your money. ifortzone pulls in all your accounts and categorizes every transaction, so you can see how your money is spent. Dashboard reports provide an easy and clear overview of your current financial status. ifortzone creates personalized budgets to help you manage expenses, pay down debt, and grow your wealth. 福镇理财努力用计算机软件的优势 帮助用户跟踪日常支出和收入 提供详 细的报表以随时了解状态 目前推出的在线和记账软件正是为此目的 它是 由数位金融理财师和资深软件架构师合作共同开发的专为个人用户服务的软 件 后续将推出更多的功能以满足用户的需求 上海羿众信息科技有限公司是一家由港资控股 专注于金融行业软件的高科 技企业 羿众 以方便大众 让生活变得更加容易为宗旨
**Following extensive research into the target market (China), Competitors, potential users and customers, as well as functionality, we realized we have a very large opportunity to build a better product and take over this space. Market Mint ZoneZu Money Wise Caakee Individuals Small Business Financial Institutions Qiao8ao Intuit * % Market Share 2% 184 177 150 100 J&L CFPs 200 FinPlan 1% 2% Mint 122 ZoneZu 71 50 MoneyWise 0 Card Holders(M) USA Financial Institutions China 95% Potential Users
Android Mobile Product 小福记账 小福记账: http://www.tudou.com/programs/view/az2dmh3aeha/?phd=99 http://www.ifortzone.com http://m.163.com/android/software/3121av.html http://apps.weibo.com/fatests
ifortzone.com User Aggregation Statistics 45000 40000 # Downloads and Visits 35000 30000 25000 20000 15000 10000 5000 0 2011 Jan Feb March April May 15-Jun
Clients Statistics Credit Cards 16 Company, 250M Card Holders Commercial Bank 192 local banks, with 198,124 branches 37 foreign banks 3rd Party Payment 10 Company Insurance 90 Company, with 2000Billion insurance premium income Mutual Fund 60 Company, with 1108 funds Broker Dealer 106 company, with thousands of branches Money Fund 75 funds Bond 742 bonds Car Rental Above 50 Car Rental companies Travel Agency Over 12,000 Travel Agency Merchants Over 100 super markets like Carrefour in Shanghai Once data is aggregated, we have multiple ways to monetize; we can market products to our users based on their spending trends and compare it with others. The data may be applied to multiple other industrites, such as banks, insurance, brokers, merchants, etc. 200 184 177 150 100 122 71 50 0 Card Holders(M) USA Financial Institutions China
Company Start # Competition Leverage Year Users Level Level Mint 2006 5M Low* High MoneyWise 1999 5M High Middle ZoneZu 2008 1.5M Middle Low Caakee 2006 0.6M Middle Low Qian8ao 2006 1.5M Middle Low J&L Software 1983 0.5M Low Middle Chose 10 companies to represent about 200 personal financial planning websites o Top 5 listed in Alexa.com o Top 5 listed in cn.alexa.com Analysis Criteria o Target markets o Top Differentiators o Platform
KingDee Wacai o Compete by differentiators o Target market o Functionality o User Experiences Zonezu, Caakee, Qian8ao, etc The market is not full yet! Around 50 small online booking websites.
Top ifortzone.com Differentiators: Individual User Focus Easy to use with Rich Functionality Innovative Functionality Value added services Build a Community (Financial Wiki) Web + Mobile Transaction Data pushed to and retrieved from the Cloud Partner with Financial Institutions
Data Collection MSN, QQ, IM Robot Weibo (Twitter) Robot Voice / Text Recoginition Siri Integration Data Analysis Auto-categorization Family Financial Statements Risks Analysis Financial Advisory Investment Instruments Coupons, promotions Savings Plan
Profit Model We continue to add users, build a data warehouse and begin to slice and dice the data we are collecting. With the data and knowledge: 1. Be an independent distributor for financial institutions 2. Be an independent advisors to end users 3. Offer market analysis reports
ifortzone.com has a 3 year plan and are interested in raising $10M for expansion and growth. Our founders are more interested in getting the proper people behind us, are passionate about our product and the opportunity, and can work with us to further promotes our product. Budget US Firm, $2,853,000 China Firm, $7,624,333 Yearly Run Rate Team $6,000,000 60 $4,000,000 40 $2,000,000 20 $0 2012 2013 2014 0 Current Team 2012 2013 2014 *Detailed Expense Planning Sheet available when we achieve a point of commitment
Thomas Dolis, Co-Founder/Chief Executive Officer 12 years of experience working with globally distributed teams to deliver world class software. Studied at University of Cincinnati, University of Califoria, Beijing Normal University, and Peking University. Lived in China for 5 years, have worked with China for 12 years Speak Mandarin Chinese http://www.linkedin.com/in/thomasdolis Dragon (DeHao) Ji, Co-Founder/China President 15 years of Software Development Experience (Developer, Project Manager, Product Manager) 8 years experience in Financial Services with US Hedge Funds, US Banks, and US Credit Institutions. Studied at Lanzhou University Speak Fluent English http://cn.linkedin.com/pub/dragon-ji/3/ba9/b34 Shawn Brady, COO 15 years of experience working in Financial Services, including Investment Manager of General Motors and taking Palydyne Software from Start up to acquisition as a Product Manager and Operations Manager Worked with global software teams for the past 5 years Lincoln Yang, Chief Architect 10 years experiences on large data volume data warehouse, and fast frequent trading transactions BI expert in China
http://www.ifortzone.com Phone: 021-68369269 Email: info@ifortzone.com Mobile: 18019492465 33 Huayuanshiqiao Road, Shanghai Pudong