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2007
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- First Microsoft Hosted CRM provider in Asia Pacific
- Wins the first major client in Taiwan
- Releases ATOMS SWIFTNet Funds On-Demand solution
- Wins the first local client in the Hong Kong
banking industry
- Opens Beijing representative office to drive sales development in China
- Partners with Decillion Group, An NEC company, marketing WealthCraft’s total solutions
in Asia
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2006
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- Successfully listed on NASDAQ Over The Counter Bulletin Board (OTCBB: WCSY)
- Partners with Microsoft
- Kicks off system architecture rewrites AWB tightly integrating with Microsoft Dynamics
CRM, forming the product foundation for future development
- Introduces ATOMS Order Management System (OMS) as back-office of AWB, automating
funds transaction
- Certified as SWIFT global solution partner
- Launches ATOMS SWIFTNet Funds Gateway, transforming SWIFT messages
- Wins a valuable client – CITIC Ka Wah
- Expands into new Shenzhen operations center to accommodate growing staff
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2005
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- Wins the first premier client – ING Platform
Services
- Establishes Shenzhen branch with a dozen staff
members engaged in research and development.
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2004
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- Pioneer launch of Advisor Workbench (AWB) 1.0,
jointly developed with ING
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2003
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- Mr. Kelly Tallas and Mr. Curtis Hulleman found WealthCraft Systems Limited in Hong
Kong SAR.
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