Shinhan Bank Launches Digital Private Banking 'Sol PB'
Check Asset Status and Receive Optimal Portfolio Suggestions via Mobile App
[Asia Economy Reporter Kwangho Lee] Shinhan Bank announced on the 15th that it has launched 'Sol Private Banker (PB)', an exclusive service for high-net-worth customers trading at the Shinhan PWM Center.
Sol PB allows PB services, which were only available through the PWM Center, to be accessed via Shinhan Sol without the need to install a separate application (app), and PB customers are directly connected to Sol PB upon logging into Sol.
Shinhan PWM customers can easily check the comprehensive status and yield trends of assets managed by Shinhan Bank and Shinhan Financial Investment through Sol PB.
Additionally, customers can receive proposals to compose an optimal portfolio by comparing the model portfolio recommended by Shinhan Bank according to the customer's risk tolerance with the actual asset portfolio being managed.
In particular, the portfolios proposed by Sol PB can be set up in multiple ways according to the customer's investment purpose, investment period, and target yield, allowing asset management for each portfolio separately.
Along with this, customers can subscribe to customized investment information and life content reflecting their interests, and apply for various events and seminars exclusively for PWM customers.
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A Shinhan Bank official stated, "We prepared Sol PB to smoothly provide differentiated asset management unique to Shinhan PWM to customers who find it difficult to visit the PWM Center due to COVID-19," adding, "We plan to enhance customer convenience through continuous service advancement."
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