Providing method for multi-asset portfolio platform and system thereof

摘要

A method and system for providing a platform for a multi-asset portfolio are disclosed. The method of providing a platform for a multi-asset portfolio is that the platform providing system for a multi-asset portfolio includes different kinds of assets for customers from the proposal system-the assets include different kinds of financial products with different order conditions. Receiving a proposal request for a multi-asset portfolio including asset information and trading conditions for each asset, and the platform providing system for the multi-asset portfolio transmits information on the requested multi-asset portfolio to the customer's terminal. The step of, the platform providing system for the multi-asset portfolio specifying information on the final multi-asset portfolio based on a response from the customer's terminal, and the platform providing system for the multi-asset portfolio is the customer's terminal And in response to the batch transaction request output from, collectively trading the assets included in the final multi-asset portfolio based on the trading conditions for each asset.