Hana Securities said on the 6th that it has newly opened an advisory and discretionary investment platform.
The new platform is designed so that advisory services for investment portfolios and discretionary investment services can be used together within a single platform. It omits the order-agent registration process that previously had to be established between a discretionary investment firm and a client to use discretionary services, allowing non-face-to-face use without visiting a branch.
It also allows advisory and discretionary firms, when trading portfolios, to execute trades in bulk across multiple accounts not only for domestic and overseas stocks and bonds, but also for exchange-traded funds (ETF). This reduces the hassle of having to place trades one by one for each client account.
In addition, it provides features such as automatic currency exchange across six countries based on integrated margin, real-time model portfolios through the platform, and account status management, which Hana Securities said improves convenience for both clients and advisory and discretionary firms.
Detailed information about the platform can be found within the Hana Securities home trading system (HTS) and mobile trading system (MTS).
Earlier, to mark the platform's launch, Hana Securities also held a seminar on the 4th for advisory and discretionary firms. A total of 57 people from 31 advisory and discretionary firms participated, and the seminar shared the key functions and service direction of the new advisory and discretionary platform.
Kim Jeong-hyeon, head of WM Sales at Hana Securities, said, "The launch of this platform is a starting point for expanding our collaboration model with advisory and discretionary firms by one step," adding, "We will strengthen our role as a 'platform partner' that supports the growth of advisory and discretionary firms, going beyond a simple sales channel."