Eugene Securities announced on the 5th that it has launched an asset management service called "AI Advisor Solution," which is based on artificial intelligence (AI) robo-advisor technology in collaboration with AI Quant. The AI Advisor Solution combines Eugene Securities' Private Banker (PB) client management expertise with AI Quant's AI robo-advisor technology, "Q-Engine."
Eugene Securities' PB presents customized investment strategies tailored to clients' investment preferences and goals through the AI Advisor Solution. If clients wish, they can access the "AI Quant Investment" platform linked to the home and mobile trading systems (HTS/MTS) to use the robo-advisory discretionary service.
For online clients familiar with direct investing, it is also possible to diagnose their investment preferences without consulting a PB and receive recommended portfolios directly from the MTS and HTS menus, allowing them to sign up for the service immediately.
To celebrate the service launch, a sign-up event will also be held. Eugene Securities will provide "ready bags" to the first 1,000 clients who subscribe to AI Quant's robo-advisory discretionary service via MTS by July 31. Additionally, the first 100 clients who subscribe for more than 2 million won will receive department store gift certificates worth 50,000 won. However, benefits will be granted only if the contract maintenance conditions are fulfilled by August 31.
AI Quant is continuously enhancing its robo-advisor capabilities by applying generative AI technologies, including ChatGPT. Currently, it provides analysis functionalities for 2,500 domestic and 2,800 foreign stocks and is also strengthening a risk management system based on the Q-Engine.