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Yanfami Advisor Platform

Put the knowledge advisors need within reach.

An advisor platform used in real client work.

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970 / Business platformPublic mock · not a live dashboard
Public mock knowledge-base preview from the Yanfami Advisor Platform
Public mock knowledge-base preview from the Yanfami Advisor Platform · Original interface in Chinese

01Why it exists

To place the information and knowledge needed by advisors into a web platform that can support ongoing real work.

02Current state

The web platform is in active use and is now in its knowledge-base maintenance phase; private areas have no public entry or imagery.

03How AI contributes

Planning · Development · Testing · Content · Automation

04Public boundary

The public demo contains only mock information and brand categories, never clients, accounts or business records.

05Next

Keep testing whether the knowledge structure supports real advisor work.

Writing

Turning years of renovation experience into tools with AI

Starting with the renovation timeline, I am organising scattered experience into internal tools and sharing the process.