Hybrid Investment Service 'PB Platform'
Combining Quantec RA Technology and Securities Firm PB Customer Management Service
Quantech, an artificial intelligence (AI) automated investment company, announced on the 7th that it has officially launched the subscription-based investment service for securities firms, the ‘PB Platform,’ and is accelerating the expansion of its B2B service model.
Quantech, which has been developing the PB Platform since signing a contract with Hana Securities in August last year, officially opened the ‘Quantech x Hana Securities PB Platform’ and is entering full-scale service. Starting with Hana Securities, Quantech plans to expand the service to partner securities firms such as NH Investment & Securities and Shinhan Investment Corp. in the future.
The ‘PB Platform’ is a hybrid investment service that combines Quantech’s robo-advisor AI technology, Q-Engine, with the customer management services of securities firms’ PBs (Private Bankers). Through the PB Platform, investors can enjoy customized financial services both face-to-face and non-face-to-face regardless of investment amount, while securities firm PBs can manage clients without constraints of time and space.
Securities firm PBs analyze client assets based on their professional financial knowledge and the support of the PB Platform to recommend discretionary contracts. Quantech manages and operates clients’ financial assets through the PB Platform and will continuously strive to create an optimal investment environment by combining investors’ existing assets with Quantech’s superior investment algorithms.
Quantech applied the latest technology using generative AI, ChatGPT, to the PB Platform. This enhances investor convenience by analyzing and explaining the stocks held by investors.
Through its proprietary robo-advisor technology, Quantech provides customized asset management solutions tailored to investor preferences, starting with domestic stocks and extending to overseas stocks, EMP (ETF Managed Portfolio), and pension products. Since investors enter into discretionary contracts directly with Quantech, they benefit from not having to pay separate management fees beyond transaction costs.
The PB Platform was launched as a subscription service for securities firms in the form of an ASP (Application Service Provider). Securities firms can utilize the latest data updated by Quantech and receive systematic aftercare, including continuous roadmap provision and platform enhancement work from Quantech.
With the adoption of the PB Platform, securities firms are expected to focus on customer management by providing asset analysis services and various products to clients using Quantech’s robo-advisor AI technology.
A Quantech investment discretionary representative said, "This is the first step for Quantech to leap forward as a comprehensive financial platform," adding, "We hope the PB Platform will serve as an opportunity for many investors to experience AI asset management services."
Quantech is recognized for stable returns and excellent risk management capabilities not only in the B2B market but also in the B2C market. The newly launched ‘Quantech Q-Shield Domestic Stock No. 2 (Aggressive Investment Type)’ algorithm, introduced in February, has demonstrated differentiated operational performance with an annualized return of 21.03%.
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