SYSTEM AND METHOD FOR PROVIDING CUSTOMIZED CONSULTING SERVICE FOR PORTFOLIO INVESTMENT FOR EACH FINANCIAL PLAN OF FINANCIAL INVESTMENT INSTRUMENTS

摘要

The present invention relates to a system and method for providing a customized consulting service for portfolio investment for each financial plan of financial investment instruments. The method of the present invention comprises the following steps. An individual investor inputs information such as one′s own financial condition and financial plan, investment tendency, investment period, investment price, investment method, expected rate of return, and the like online through a client terminal. A financial company suggests a plurality of model portfolios that are determined to be suitable for the input information through an asset management consulting server, and suggests financial investment instruments such as stocks, bonds, mutual fund, beneficiary certificates, ETF, and the like, which are suitable for an asset allocation strategy of a model portfolio selected by the investor. If the investor invests in the financial investment instruments of the financial company, the financial company suggests guidance such as a strategic asset allocation guideline and a target price management guideline and provides information such as a strategic asset allocation signal, achievement of a financial plan, current maturity, and the like so as to support the investor to achieve the financial plan through strategic asset allocation of additionally buying, selling, or the like financial investment instruments thereof.;COPYRIGHT KIPO 2017