KB Securities Opens Exclusive Investment Discretionary Management Platform 'Investment Discretionary PLAZA'

KB Securities announced on the 30th that it will newly launch the 'Investment Discretionary PLAZA' service, an exclusive management platform for investment discretionary firms.

KB Securities' Investment Discretionary PLAZA is a specialized service designed for the efficient management of discretionary accounts by investment discretionary firms. It provides a dedicated asset management menu for investment discretionary firms along with various convenience features within KB Securities' Home Trading System (HTS) called 'H-able.'

Going forward, investment discretionary firms will be able to use this service to view the average balance holding ratio by bond credit rating and period for all customer accounts with designated order agents on a single screen. They will also be able to process institutional subscription tasks such as withdrawal of payment funds and allocation and deposit of subscription quantities step-by-step in bulk. Through this, investment discretionary firms can reduce manual errors and expect improvements in service stability and maximized convenience.

Additionally, KB Securities' Investment Discretionary PLAZA service not only offers functions for investment discretionary firms but also provides convenience services for customers who have signed discretionary contracts.

KB Securities has resolved the inconvenience of customers having to visit branches in person to register order agents for investment discretionary firms by offering a non-face-to-face order agent designation service through KB Securities' Mobile Trading System (MTS) 'M-able' for customers applying for investment discretionary services. Furthermore, it provides various customer conveniences such as SMS notification services for investment discretionary firm announcements and automatic payment services for subscription funds.

Kim Min-su, Head of the Customer Asset Management Center at KB Securities, said, "KB Securities possesses top-tier wrap account services in the industry along with professional know-how and IT systems accumulated through long experience in discretionary management." He added, "The Investment Discretionary PLAZA service will soon include a batch stock order function exclusively for investment discretionary firms, and we will do our best to enhance the efficient operation of investment discretionary firms and improve customer services in the future."

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