HONG KONG, Nov. 3, 2026 /PRNewswire/ — Forthright Securities Company Limited (“Forthright Securities”) made its debut this week as a Gold Sponsor of Hong Kong FinTech Week x StartmeupHK 2026, with the Forthright Smart Investment Terminal at the centre of its booth. Through live demonstrations, the company showed how AI, in-depth research and dedicated advisory services work together to help individual investors access and understand market information more efficiently.
During the main conference, Richard Zhengwei He, CEO of Forthright Financial and Forthright Securities, spoke on the first day at the AI in Finance Forum session “Agentic Alpha: The Future of Dynamic Wealth”, joining wealth-management leaders from top-tier financial institutions to discuss how AI is moving wealth management towards continuous, personalised engagement. Agentic AI is, in his view, more advanced than general-purpose large language models. “The key difference is that it is really goal-based,” he said, adding that such systems will change how financial institutions work with clients in the short term. “In the longer term, I don’t see any inherent conflict between the financial institutions and agentic AI, which only brings reliable, understandable and suitable wealth guidance to people who were previously excluded from the financial system.” Professional market data terminals were once reserved for institutional and wealth clients; agentic AI now helps individual investors cross-check company results, market pricing and research, and monitor their portfolios. AI, he said, handles the data and the heavy lifting, while advisers bring judgement and context – the two working together rather than one replacing the other.
Richard Zhengwei He, CEO of Forthright Financial and Forthright Securities, speaks on the “Agentic Alpha: The Future of Dynamic Wealth” panel at the AI in Finance Forum, Hong Kong FinTech Week x StartmeupHK 2026, on 2 November 2026.
AI tools, in-depth research and advice on one device
The Forthright Smart Investment Terminal is a dedicated investment tablet for experienced individual investors who value professional tools and efficient strategy reference. It brings AI-powered analysis, real-time market support and analytical tools together with Forthright’s professional investment research and advisory services, with further features to be added over time.
Exclusive strategy research is made available first on the terminal, which connects directly with Forthright’s advisory and in-depth research services. The terminal supports investment analysis and assessment, working alongside professional investment advisers rather than replacing them.
Proven AI usage, built into the terminal
Momentum behind the terminal builds on proven adoption of Forthright’s existing AI tools. Since the company rolled out its AI services, the three most-used features – XiaoFang AI Assistant, AI Market Watch and Account Analysis – have each reached more than 80% of clients, and the AI services have been credited with lifting client retention and engagement.
Behind the terminal sits Forthright’s full AI capability stack, built in three layers: connected touchpoints spanning the SmartInvest App, the Smart Investment Terminal, the web platform and the physical flagship store; proprietary AI agents powering four product lines across assistant, market, stock-diagnosis and strategy services; and a dual-track model foundation combining a purpose-built financial large language model with leading general models, with data governance and compliance checks running end-to-end.
A display of Forthright Smart Investment Terminals at the event, used for live demonstrations.
At its booth, Forthright invited visitors to experience the Smart Investment Terminal through live demonstrations and conversations with client managers, alongside interactive activities that brought the brand to life for investors and industry participants. Forthright’s participation reflects its continued development of an “AI + Advisory” service model in Hong Kong, bringing together its three core pillars of Dedicated Advisory, In-Depth Research and AI-Driven Investing. The company aims to connect digital tools with professional support throughout the investment experience.
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About Forthright Securities
Forthright Securities Company Limited (“Forthright Securities”) was established in Hong Kong in August 2015. A next-generation internet brokerage built on its three core services of Dedicated Advisory, In-Depth Research and AI-Driven Investing, it provides global securities and futures brokerage services to individual and institutional investors. It is a licensed corporation of the Hong Kong Securities and Futures Commission (CE No. BGP713), licensed to carry out Type 1, Type 2, Type 4, and Type 5 regulated activities. In May 2026, it completed a licence condition upgrade, adding virtual asset-related business qualifications. In capital markets, the Company offers Hong Kong IPO underwriting, international placing and capital markets intermediary services, and has acted as underwriter, joint bookrunner, placing agent and overall coordinator on listing and placing transactions, including China Feihe and Jihai Resources. In July 2026, the Company unveiled a four-floor flagship investor experience space at Sheung Wan, deepening its integrated “online + offline” service model. In the same year, it was named “Outstanding Next-Generation Internet Brokerage” at the Hong Kong Economic Journal Financial Excellence Awards 2026. Driven by “AI + Advisory,” Forthright Securities is committed to becoming a next-generation internet brokerage that better understands clients, delivers faster service and provides stronger investment research.
For more information, please visit Forthright Securities’ official website at www.forthright-sec.com.
This information is provided for general reference only and has not been reviewed by the Securities and Futures Commission. It does not take into account the investment objectives, financial situation and particular needs of any individual, and does not constitute an offer, solicitation, invitation, inducement, statement or guarantee of any kind, nor any opinion or recommendation to purchase or sell any securities, financial products or instruments referred to in this information. You should seek independent professional advice before making any investment or financial decision or purchasing any investment product. Investment involves risks; product prices may fluctuate and investors may lose part or all of their investment. Past performance, and any estimates, forecasts or simulated results, are not necessarily indicative of future performance.
The Forthright Smart Investment Terminal is a market reference tool and does not guarantee profitability. The Forthright Smart Investment Terminal is provided by Forthright SmartInvest Company Limited, whilst trading services are provided by the licensed corporation Forthright Securities Company Limited. All AI-generated analyses are for reference only. No AI analysis, strategy signal, stock diagnostic, or market alert provided by the Smart Investment Terminal constitutes investment advice. Historical strategy performance does not guarantee future returns. All final investment decisions are solely the responsibility of the investor.
