The Finance InBody app matches financial experts one-on-one, paid or free, and registers them as portfolio management subjects with the customer's consent, focusing on specific financial information acquired during face-to-face/non-face-to-face consultations, assisting the customer in achieving customized financial achievement rates and financial goals. This app was created to facilitate smoother communication of the accompanying financial management services and to assist with portfolio achievement management.
- Expert matching cost: 99,000 won per month (including VAT)
- This management service has been patented in Korea.
Patent No. 10-2600069, Application No. 10-2021-0017191, Application Date February 8, 2021
Registration date: November 3, 2023, Title of invention: Method and system for providing financial services
The main functions include matching with financial experts, accumulation/payment, happiness stairs, reclassification of 7 areas of my assets, magazine, quantitative content, simulation, monthly financial inbody, capital income amount, messaging with experts, and schedule scheduling request functions.
Matching with a financial expert: An expert who has acquired a financial qualification listed within the platform
Accumulation/Repayment: A function to measure the rate of achievement by setting a financial goal and assigning products accordingly.
Stairs to Happiness: A function to set up to 5 capital income goals and measure the achievement rate every month.
Reclassification of 7 areas of my assets: A function to reclassify the existing difficult terminology into a total of 7 areas to make it easier for customers to recognize.
Magazine: A function that provides paid/free financial content
Quant content: Ability to provide quantitative tracking index and result data content
Quant content simulation: Provides information on securities that match the tracking index and result data and simulates them with simulated amounts.
Monthly/Quarterly/Yearly Financial InBody Report: A report generated on a monthly basis on trends in non-financial/financial assets and financial goals through Financial InBody on a monthly basis based on the assets registered by me.
Capital income amount: Data on capital income amount and source, function showing achievement rate
Message with experts: Ability to chat with matched experts
Schedule scheduling request: Ability to request a schedule for financial content training and generated financial data review from a paid matched expert.
Various services are basically provided free of charge, but for continuous professional management, you can use additional management tools by paying directly to a financial expert.
Paid in-app: Paid financial content materials in the magazine, monthly/quarterly/annual Monthly Financial InBody reports, quantitative content, and simulations.
Other paid: Matched experts provide paid customers with face-to-face/non-face-to-face lectures on financial content once a month and face-to-face/non-face-to-face asset and portfolio report review meetings once a quarter.