[Sponsored Report] Tailored portfolios for optimal consultation
This service is useful for clients in need of customized asset management. It provides advice and asset allocation services tailored to the needs of particular funds. The user-friendly system requires a minimal amount of information to be collected, while analyses can be freely accessed and downloaded at any time. Follow-up consultation is another important aspect, allowing clients to get help from advisors whenever they need it.
Magic Solution also allows clients to choose the specific type of product they opt into. Depending on financial goals and investment tendencies, different products offer different outcomes; the service helps clients choose products that best match their needs.
Moon Sung-pil, director of the company’s product strategies headquarters, emphasized Magic Solution’s significance.
“Korea Investment & Securities has long provided asset management services to clients,” Moon said. “With the release of the new system and timely updates, we aim to provide clients with optimal portfolio consultation.”