Hana Securities Partners with Robo-Advisor Firms to Build Hybrid Asset Management Service

Hana Securities announced on the 11th that it has partnered with robo-advisor company Quantec to build an AI-based automated investment service called the 'PB Platform.'

The PB Platform being developed by Hana Securities is a hybrid asset management service that combines private banker (PB) customer management services with personalized algorithmic investment strategies tailored to customers' investment preferences. Quantec provides investment algorithms and AI automated investment services based on robo-advisor technology utilizing financial big data. Offered as a subscription service, it enables optimized investments for each customer.

The PB Platform uses AI to analyze stocks and assess customers' investment tendencies to recommend investment strategies. It also offers asset management services that provide investment consultation information through customized strategy simulations. Customers can employ differentiated and professional investment strategies without being constrained by time or location. Hana Securities plans to integrate this into retirement pension services in the future.

Song Inbeom, Head of WM Management Division at Hana Securities, stated, "The PB Platform we are developing with Quantec aims to provide the best financial services to all customers," adding, "Based on this collaboration, we plan to expand robo-advisor services into various fields such as retirement pensions."

Meanwhile, Quantec is operating the largest number of stock and exchange-traded fund (ETF) algorithms among domestic robo-advisor companies. With excellent technological capabilities and a variety of strategies, it can provide suitable investment solutions for all types of customers.

This content was produced with the assistance of AI translation services.