The present invention relates to an asset management service system including a plurality of personal terminals, a plurality of Wealth Manager terminals) connected through a wired/wireless communication network, an asset management service server including an asset management service program, and a DB server and a database. , The asset management service server includes a communication module and a control unit, and the asset management service program includes a member management module in which individuals and wells managers manage experts as members, and a contract management module that manages contracts between individuals and wells managers. , Expert management module that registers and manages Wells managers who provide reports while providing services with customers, product management module that manages products such as real estate, funds, bonds, stocks, etc. Education management module that manages the cost settlement process of members, a financial product recommendation management module that manages the process of recommending financial products recommended by the operator, a model portfolio comparative analysis that compares the characteristics between the model portfolio and the recommended financial products Including a module, a customer orientation/personality index analysis module that analyzes customer personality indicators, and an asset composition analysis module that analyzes member customers' assets, we recommend wells managers suitable for the asset size of a specific member and communicate with recommended wells managers and customers. A wells manager recommendation and matching system of an asset management service system is provided that stores and manages the asset management information.
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