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TrustPal Unveils AI Paraplanner Whitepaper: Redefining Trust and Scalability in Financial & Legacy Planning

Asia Pacific

TrustPal Unveils AI Paraplanner Whitepaper: Redefining Trust and Scalability in Financial & Legacy Planning
Asia Pacific

Asia Pacific

TrustPal Unveils AI Paraplanner Whitepaper: Redefining Trust and Scalability in Financial & Legacy Planning

2026-04-06 12:30 Last Updated At:12:32

SINGAPORE - Media OutReach Newswire - 6 April 2026 - TrustPal, a leading innovator in advisory fintech, announced the release of its latest whitepaper detailing the architecture of its proprietary AI Paraplanner. The comprehensive report addresses the critical "infrastructure gap" facing the financial advisory sector as Asia braces for an unprecedented $5.8 trillion intergenerational wealth transfer by 2030.

While High-Net-Worth Individuals have long relied on family offices, the rapidly growing mass-affluent market remains critically underserved due to manual, fragmented, and prohibitive legacy planning processes. Financial advisors—the primary relationship holders—often lack the modern tools required to execute legacy plans, leading to fragmented advice where investment and insurance strategies are disconnected.

The newly released whitepaper outlines how TrustPal bridges this gap through a secure, end-to-end platform that transforms AI from a disruptive threat into a powerful digital co-pilot.

The AI Paraplanner: A Workflow-Bound Digital Co-Pilot

Unlike autonomous "robo-advisors," TrustPal's AI Paraplanner operates as a strictly regulated assistive layer" It is built to instantly ingest complex client data sets, cross-reference current assets against future objectives, and identify critical legacy gaps.

By processing these heavy analytical workloads instantly, the AI Paraplanner drafts tailored recommendation narratives, allowing financial advisors to shift their focus from administrative data-crunching to what truly matters: relationship building and strategic counsel.

Regulated-by-Design: The Human-in-the-Loop Safeguard

"With the AI Paraplanner, we are proving that efficiency and compliance can coexist. Our technology does the heavy analytical lifting, but the Licensed Advisor remains the sole decision-maker. We are scaling the advisor's impact, not automating away their empathy" said Lee Tuck Wai, Managing Director of TrustPal.

To guarantee absolute security, the AI Paraplanner is built with strict safety boundaries. The system is explicitly blocked from executing any actions on its own. Furthermore, it never invents or guesses solutions; it can only recommend strategies that exist within TrustPal's approved logic library. Every insight is generated purely in a draft state , requiring mandatory review and approval by the advisor through a strict human gate before it can be presented to the client.

TrustPal’s "Human-in-the-Loop" architecture. The AI Paraplanner streamlines the advisory workflow, but mandatory advisor approval is required before any case submission.

TrustPal’s "Human-in-the-Loop" architecture. The AI Paraplanner streamlines the advisory workflow, but mandatory advisor approval is required before any case submission.

Empowering the Future of Advisory

TrustPal's whitepaper serves as a vital blueprint for financial institutions, SME owners, and independent advisors seeking to navigate the future of legacy planning. The report provides an exclusive, in-depth look at the internal mechanics of the AI Paraplanner, including its 5-step validation gate and data ingestion engine.

Curious about how the AI Paraplanner accelerates financial analysis without crossing the line into automated advice? Discover the exact mechanisms, including the 5-step validation gate and data ingestion engine.

Read the Executive Summary and download the full whitepaper here: https://www.trustpal.co/whitepaper
Hashtag: #TrustPal #AIParaplanner #AdvisoryTech #LegacyPlanning #FinancialPlanning

The issuer is solely responsible for the content of this announcement.

About Simplyfi TrustPal

Simplyfi TrustPal is a pioneering FinTech OS provider dedicated to transforming the landscape of financial and legacy management. Our core mission is to provide financial advisory firms and professional consultants with cutting-edge, automated solutions for Estate Planning and Trust setup. By seamlessly automating complex workflows, TrustPal enables partners to achieve unprecedented levels of efficiency, scale their service offerings, and deliver a superior, reliable customer experience in the sensitive area of intergenerational financial transfer.

If you'd like to explore how TrustPal can support your firm's roadmap or experience a closer walkthrough, you can book a 1-to-1 demo here:

Let's connect with us for updates and collaboration:

** This press release is distributed by Media OutReach Newswire through automated distribution system, for which the client assumes full responsibility. **

Revenue Up 35.4% Year-on-Year API Token Call Volume Surges Nearly 6 Times

HONG KONG SAR - Media OutReach Newswire - 22 May 2026 - Phancy Group Co., Ltd. ("Phancy" or "The Company", stock code: 6682.HK), a leading general artificial intelligence company, today announced its unaudited consolidated results for the first quarter ended 31 March 2026.

During the period, Phancy achieved revenue of approximately RMB1.458 billion, representing a 35.4% year-on-year increase. Gross profit margin remained at 35.1%. Phancy leveraged its deep expertise in full-stack AI cloud services, to capitalize on the accelerating adoption of localized computing power and strong enterprise demand for AI solutions. The Company achieved robust growth in its core businesses, accelerated product innovation, and secured several major partnerships, sustaining strong operational momentum.

2026 First Quarter Business Highlights:

Unified Enterprise AI Platform Drives Explosive Core Business Growth

Global computing resources remain constrained, while demand for both private enterprise AI deployments and API-based model calls continues to grow rapidly. Phancy's enterprise-grade AI platform is built on a unified core architecture that seamlessly supports both API calling scenarios and dedicated private deployments. This significantly boosts AI application efficiency and resource utilization. Supported by a mature computing power supply chain developed over many years, Phancy's deployable computing power resources have increased by over 200%. This enables the Company to effectively meet surging Token demand and consistently deliver stable, high-quality AI services to its customers.

In the first quarter of 2026, API Token call volume surged nearly 6 times compared to the same period in 2025, and already accounted for nearly 40% of the full-year 2025 total. Meanwhile, the Agentic AI business expanded rapidly, with deepening commercial adoption. Orders on hand grew nearly 100% compared to the end of 2025, emerging as a major growth driver for the Company.

AI Technology Iteration Accelerates, Commercialization Beats Expectations

Building on its continued push into digital employee applications and AI empowerment across business units, Phancy has significantly shortened the product development cycle from R&D to commercialization, enhancing overall operational efficiency and customer satisfaction.

As of mid-May 2026, ModelHub XC has completed adaptation and optimization for over 70,000 AI models on domestic chips, achieving more than 70% of its full-year target - well ahead of schedule.

In May, Phancy launched PhanthyMovie, a professional-grade AI video generation platform designed to enhance creativity, control, and stability in video production, enabling standardized and large-scale content creation for the industry.

Leveraging its advanced technology and proven execution capabilities, PhanthyMovie achieved rapid commercial traction. Just days after launch, the Company entered into a strategic cooperation agreement with Huanxi Media, covering approximately US$200 million in AI Token usage. The two parties will also collaborate on the development of a next-generation AI-powered film and television content production platform, further strengthening Phancy's position in the AI-driven cultural and creative sector.

Core Products Align Closely with Policy Trends, Strengthening Compute-Model Integration

Since May 2026, China's AI sector has seen a series of positive policy developments focused on computing infrastructure, data element circulation, and open-source compliance governance. Phancy's core products, including HAMi vGPU and ModelHub XC, are well-aligned with national policy directions and mainstream industry trends.

In terms of computing resource allocation, policies emphasize cross-regional collaboration and broader access to computing power. Phancy's HAMi vGPU offers unified scheduling and fine-grained resource partitioning, effectively improving utilization rates, optimizing data center energy efficiency, and supporting unified management across multiple chips to boost single-card efficiency.

In data and model governance, the government continues to promote high-quality dataset development and compliance management. ModelHub XC supports multi-model adaptation and optimization, incorporates data traceability and security certification features to help enterprises reduce compliance risks, and uses the EngineX engine for batch adaptation of domestic chips and models. This significantly improves compatibility while enhancing Token output efficiency through targeted model tuning.

Through deep integration of its computing and model layers, Phancy has built a comprehensive "Compute–Model" integrated solution. This addresses key industry needs such as efficient computing utilization, secure data supply, enterprise compliance, and domestic substitution, while strengthening its technological moat. The Company is well positioned to capture policy dividends and industry opportunities, supporting enterprises in their digital and intelligent transformation.

Hashtag: #PhancyGroup

The issuer is solely responsible for the content of this announcement.

About Phancy Group

Phancy Group (6682.HK) is a leading full-stack AI cloud services platform, providing comprehensive solutions for the AI 2.0 era. Our offerings include SageAIOS, HAMi vGPU and ModelHub XC, delivering efficient and scalable AI infrastructure with end-to-end capabilities. We provide a complete solution from heterogeneous compute resource management and optimization to the deployment of intelligent agent models. These solutions empower digital transformation across a wide range of industries, supporting our vision of building a large-scale and efficient "Token Factory."

Guided by the mission of "AI for Everyone" and positioned as the "Navigator of AI," Phancy Group is committed to becoming a global leader in Artificial General Intelligence.

HONG KONG SAR - Media OutReach Newswire - 22 May 2026 - Phancy Group Co., Ltd. ("Phancy" or "The Company", stock code: 6682.HK), a leading general artificial intelligence company, today announced its unaudited consolidated results for the first quarter ended 31 March 2026.

During the period, Phancy achieved revenue of approximately RMB1.458 billion, representing a 35.4% year-on-year increase. Gross profit margin remained at 35.1%. Phancy leveraged its deep expertise in full-stack AI cloud services, to capitalize on the accelerating adoption of localized computing power and strong enterprise demand for AI solutions. The Company achieved robust growth in its core businesses, accelerated product innovation, and secured several major partnerships, sustaining strong operational momentum.

2026 First Quarter Business Highlights:

Unified Enterprise AI Platform Drives Explosive Core Business Growth

Global computing resources remain constrained, while demand for both private enterprise AI deployments and API-based model calls continues to grow rapidly. Phancy's enterprise-grade AI platform is built on a unified core architecture that seamlessly supports both API calling scenarios and dedicated private deployments. This significantly boosts AI application efficiency and resource utilization. Supported by a mature computing power supply chain developed over many years, Phancy's deployable computing power resources have increased by over 200%. This enables the Company to effectively meet surging Token demand and consistently deliver stable, high-quality AI services to its customers.

In the first quarter of 2026, API Token call volume surged nearly 6 times compared to the same period in 2025, and already accounted for nearly 40% of the full-year 2025 total. Meanwhile, the Agentic AI business expanded rapidly, with deepening commercial adoption. Orders on hand grew nearly 100% compared to the end of 2025, emerging as a major growth driver for the Company.

AI Technology Iteration Accelerates, Commercialization Beats Expectations

Building on its continued push into digital employee applications and AI empowerment across business units, Phancy has significantly shortened the product development cycle from R&D to commercialization, enhancing overall operational efficiency and customer satisfaction.

As of mid-May 2026, ModelHub XC has completed adaptation and optimization for over 70,000 AI models on domestic chips, achieving more than 70% of its full-year target - well ahead of schedule.

In May, Phancy launched PhanthyMovie, a professional-grade AI video generation platform designed to enhance creativity, control, and stability in video production, enabling standardized and large-scale content creation for the industry.

Leveraging its advanced technology and proven execution capabilities, PhanthyMovie achieved rapid commercial traction. Just days after launch, the Company entered into a strategic cooperation agreement with Huanxi Media, covering approximately US$200 million in AI Token usage. The two parties will also collaborate on the development of a next-generation AI-powered film and television content production platform, further strengthening Phancy's position in the AI-driven cultural and creative sector.

Core Products Align Closely with Policy Trends, Strengthening Compute-Model Integration

Since May 2026, China's AI sector has seen a series of positive policy developments focused on computing infrastructure, data element circulation, and open-source compliance governance. Phancy's core products, including HAMi vGPU and ModelHub XC, are well-aligned with national policy directions and mainstream industry trends.

In terms of computing resource allocation, policies emphasize cross-regional collaboration and broader access to computing power. Phancy's HAMi vGPU offers unified scheduling and fine-grained resource partitioning, effectively improving utilization rates, optimizing data center energy efficiency, and supporting unified management across multiple chips to boost single-card efficiency.

In data and model governance, the government continues to promote high-quality dataset development and compliance management. ModelHub XC supports multi-model adaptation and optimization, incorporates data traceability and security certification features to help enterprises reduce compliance risks, and uses the EngineX engine for batch adaptation of domestic chips and models. This significantly improves compatibility while enhancing Token output efficiency through targeted model tuning.

Through deep integration of its computing and model layers, Phancy has built a comprehensive "Compute–Model" integrated solution. This addresses key industry needs such as efficient computing utilization, secure data supply, enterprise compliance, and domestic substitution, while strengthening its technological moat. The Company is well positioned to capture policy dividends and industry opportunities, supporting enterprises in their digital and intelligent transformation.

Hashtag: #PhancyGroup

The issuer is solely responsible for the content of this announcement.

About Phancy Group

Phancy Group (6682.HK) is a leading full-stack AI cloud services platform, providing comprehensive solutions for the AI 2.0 era. Our offerings include SageAIOS, HAMi vGPU and ModelHub XC, delivering efficient and scalable AI infrastructure with end-to-end capabilities. We provide a complete solution from heterogeneous compute resource management and optimization to the deployment of intelligent agent models. These solutions empower digital transformation across a wide range of industries, supporting our vision of building a large-scale and efficient "Token Factory."

Guided by the mission of "AI for Everyone" and positioned as the "Navigator of AI," Phancy Group is committed to becoming a global leader in Artificial General Intelligence.

** This press release is distributed by Media OutReach Newswire through automated distribution system, for which the client assumes full responsibility. **

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