[E-Daily Reporter Park Jung-Soo ] Korea Investment & Securities, a subsidiary of KOREA INVESTMENT HOLDINGS(071050), announced on the 2nd that it has completed an August overhaul of its mobile trading system (MTS) service, which includes a comprehensive upgrade of its pension asset management features.
This overhaul focused on consolidating pension-related functions—which were previously scattered across various menus—and enhancing the convenience of asset management, amid a growing number of customers seeking to directly manage their pension assets following the implementation of the retirement pension physical transfer system.
First, the company separated the pension section from the existing product homepage and created a new, standalone “Pension Home.” It consolidated pension-related products and services—such as pension savings and retirement pensions—into a single dedicated space, allowing customers to conveniently access the features they need without having to navigate through multiple menus.
The “My Total Pension Assets” screen has also been redesigned. Previously, the valuation and trends of pension assets were based on the previous day’s data; this has been improved to allow real-time monitoring, enabling more accurate and convenient management of asset status.
The “ETF Accumulation” investment feature for retirement pension accounts has also been enhanced. Customers can now set their preferred eligible retirement pension investment securities and purchase frequency within their retirement pension accounts, enabling automatic accumulation purchases. This allows users to consistently manage their retirement assets from a long-term perspective without having to react to every market fluctuation.
In response to demand for regular investment plans, a new “U.S. Stock Full-Share Accumulation” service has also been introduced. In addition to the existing fractional share accumulation feature, customers can now automatically purchase whole shares of their chosen U.S. stocks at set intervals. This significantly broadens the options for customers seeking to steadily accumulate foreign stocks, whether through fractional shares or whole shares.
The “U.S. Stock Real-Time Day Trading Rankings” are also being expanded for customers who trade foreign stocks during daytime trading hours. Users can now check trading trends and information on popular stocks in real time even during daytime trading hours.
The experience of reviewing investment performance is also being improved in phases. The realized gains and losses screen, redesigned earlier this year, is organized to allow users to see at a glance the gains and losses confirmed by sales, broken down by stock and time period. Since the redesign, it has received a strong positive response from customers, with unique visitors (UV) increasing by 22.2% and page views (PV) rising by 122.8%.
Building on this success, the company has now redesigned the “Profit/Loss Trend” tab. It visually and intuitively reorganizes the profit and loss information in the account balance, allowing users to grasp the trend of how their assets have changed at a glance. Additionally, the domestic stock real-time price screen, redesigned last July, has been refined based on customer feedback (VOC) to address inconveniences and errors, with the screen layout now centered on key investment information.
A representative from Korea Investment & Securities stated, “Since pensions are assets that require long-term management, it is crucial to provide an environment where users can check their status at any time and manage their investments consistently,” adding, “We will continue to enhance the MTS into a comprehensive asset management platform that encompasses not only trading but also pensions and long-term wealth accumulation.”