METHOD FOR RECOMMENDING INVESTMENT ADVISORY COMPANY, SERVER FOR PERFORMING METHOD, AND SYSTEM FOR PERFORMING METHOD

摘要

A method for recommending an investment advisory company performed in a server of a financial institution according to an embodiment of the present invention comprises the step of: performing, when receiving a registration request message for an entrusted investment manager from an investment advisory company, examination for the investment advisory company; registering information of the investment advisory company received from a terminal of the investment advisory in an investment advisory company information board in accordance with the examination resu extracting information of an investment advisory company corresponding to a preset condition from the investment advisory information board in accordance with the request of a terminal of a private banker, and providing the information to the terminal of the private banker; and opening, when a contract is accomplished between the investment advisory company and a client, an account related to the client, and monitoring management of the account by the investment advisory company. According to the present invention, a client receives recommendations of various investment advisory companies through a private banker belonging to a financial institution, and can reliably execute an investment entrusted contract.;COPYRIGHT KIPO 2016