Explanation
If you have any questions about Shinhan Bank - M Folio Asset Management, please contact the Customer Service Center at 1577-8000 (6-4-4). (Consultation possible time: weekdays from 9:00 to 18:00)
■ Shinhan M-Folio
① As an upgrade version of the Shinhan Bank Fund Center App, we propose a portfolio to manage your clients'
We have greatly enhanced our services for batch trading and post management.
② Maintain all the functions of the existing Smart Fund Center,
Profitability and risk management by expert recommendation has been added. .
■ User-friendly UI / UX
① Easy access to desired tasks with 2 channel main screen configuration of asset management and fund market
② Place frequently used menu for each channel main screen
■ Designing various portfolios
① Proposal of portfolio composition of robot advisor and expert
② Design of the desired product by the design of the fund type fund
③ ISA (modeling) model portfolio based on customer orientation
④ Talk Consultation service connection easier, easier questions inquiries
⑤ Check all the portfolio history I designed
■ Portfolio Batch Trading Service
- New, terminated, withdrawn, deposits, etc. on a definite portfolio
■ The first RoboAdvisor capable of performance management
① Use Big Data and Artificial Intelligence Algorithm to determine the optimal
Suggest custom portfolio
② Designed portfolios are periodically rebalanced according to the optimal portfolio and difference
③ Support re-balancing of re-balancing and expanding easily
■ More powerful after-sales service
① Provide report services including quarterly M-Clinic reports on the funds held
② Strengthen customer management service through M-Folio with LMS dispatch service for follow-up management
③ Provide asset diagnosis service based on previous business day
④ You can also check recommended products suggested by my management branch
⑤ Provide continuous goal management service through my own mission management
♣ Instructions
• M-Folio does not require financial information such as security card number for security enhancement or app update.
(Please be aware of malicious apps that impersonated M-folio by utilizing features such as anti-phishing security settings)
• It is not available on smartphone / tablet devices such as arbitrary modification (routing).
• Please note that when downloading and using 3G / LTE, you may be charged data rate when the capacity is exceeded in the flat rate system.
♣ Customer Center: 1599-7100
Shinhan M Folio version 3.0.6 or later requires the following access permissions.
(Required) Telephone
Access is required to verify phone status and identity.
(Required) Storage space
Access is required for authorized certificate login / issue / copy.
(Required) SMS
It is used for the authentication number automatic setting function in the process of additional authentication (SMS authentication) generated in each menu.
* The above items are required for Shinhan M Polio service and may not work properly if the permission is denied.
Settings> Application Manager> Shinhan Folio> Permission menu.
* In case of Android 6.0 or below, there is no required / optional selection.
