HabitFactory Launches Pension Portfolio Analysis Service

AI-based fintech company HabitFactory announced on November 13 that it has launched a portfolio analysis service through its application, Signal Planner, allowing users to manage their pension assets.

This service provides functions to integrate and analyze assets that are spread across multiple accounts, such as pension savings and Individual Retirement Pension (IRP) accounts. Users can view the composition of their portfolio for each product in a pie chart. The proportion of each investment type, such as equity and bond funds, can be compared separately. Returns, dividends, and tax deduction amounts can also be checked at a glance.

Recently, as interest in pension savings and IRP investments has grown, more individuals are managing their own assets. HabitFactory explained that it expects significant demand from users who want to monitor and manage their investment ratios by account. The company also anticipates that improving the consumer experience will help enhance customer loyalty.

HabitFactory has implemented a method that summarizes and displays asset allocation status and tax benefits. This approach increases convenience and the efficiency of pension management. By considering both dividends and tax deductions, the service is expected to help users manage their future cash flow more effectively.

Jung Yunho, Co-CEO of HabitFactory, stated, "Pensions make up a significant portion of retirement assets, so systematic preparation is essential," adding, "We will continue to enhance our service so that customers can easily understand their pensions and establish long-term management strategies."

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