[Korea goyounghun financial newspaper reporter] Korea that operates the online fund supermarket fund released a consultation platform-specific funds in the investment advisory system reform briefing organized by the Financial Services Commission in three days, the Financial Supervisory Service. Online fund Korea side made it through square investors, advisors and industry experts both groups would be held to the head of the online consultation participated.
The main features of the fund supermarket platform Advisory gajida 3.
First, it is possible to Online One-stop advisory service. From meeting with clients can provide consulting contracts, portfolio management and advisory fees, all activities are tailor-made services available to the settlement. Through the PC, mobile, tablets are available in real time advice regardless of time and place.
Second, it provides a system that supports client meeting. Online fund Korea will build an additional sale, which can provide advisory services to the fund supermarket banking sites as possible 'advisors' investment information and shared space is 'community'. To promote the advisors themselves' FA column '' FA website, as well as the mutual sharing of knowledge available concerning the financial 'should provide a variety of spaces of communication and financial knowledge in'.
Third, it provides investment advisors dedicated asset management tools. By default, the funds supermarket in the market compared to most of the funds in one place and can be cheaper than offline marketing as one-third. In addition, it plans to provide customers with portfolio management and investment design, CRM, etc. The asset management system.
Representatives of Optics funds online Korea is offline channels compared to total pay if paid "IFA is a professional group that provides financial advisory services in the neutral position do not belong to a particular financial institution," said "jamunryo and sales fees are available cheap fund supermarket quality costs are lowered, whereas advisory can be enhanced, "he said.
Fund supermarkets investment advisory platform is scheduled to open in April, it will hold a fund supermarket is a potential target FA IFA and exclusive briefing March 31.
Financial Daily Economic News FNTIMES - unauthorized reproduction for commercial purposes in accordance with the Copyright Act, No copying, distribution,
Copyright ⓒ Korea's financial newspaper & FNTIMES.com
