Quarterback Launches 'Betterwealth,' an AI Asset Management Platform for Financial Planning

Quarterback Group officially launched its AI-based financial planning platform, 'Betterwealth,' bringing a fresh wave of innovation to the domestic wealth management market. Moving beyond the existing product-sales-centric approach, its core is to present an 'execution-oriented' wealth management environment that helps customers achieve their real financial goals. 'Betterwealth' is a dedicated solution designed to maximize the expertise and productivity of financial advisors (FAs). It precisely diagnoses assets, liabilities, pensions, and cash flow by integrating all of a client's financial account data, and comprehensively provides customized portfolio design based on investment tendencies and goals, retirement simulations, and tax-optimized withdrawal strategies. Notably, its overwhelming speed, which automatically completes everything from investment diagnosis to pension and tax strategy analysis in just 10 seconds, significantly reduces FAs' consultation preparation time and enables them to instantly offer highly reliable strategy proposals to clients. This platform goes beyond a simple diagnostic or product recommendation tool, demonstrating the essence of 'actionable' wealth management. It fully incorporates rich consultation cases from AFPK, CFP, and pension experts, along with Quarterback Asset Management's actual operational know-how accumulated over more than 10 years in areas such as overseas investment, global asset allocation, retirement pensions, and income strategies, thereby enabling practical wealth management execution based on customer experience. 'Betterwealth', directly developed by Quarterback Group, which has obtained MyData business approval from the Financial Services Commission, integrates and analyzes accounts from various financial institutions such as banks, securities firms, and insurance companies, and boasts flexible usability as it is bifurcated into a version for independent FAs and a dedicated version for financial institutions. CEO Jang Doo-young stated, "Beyond enhancing the productivity of financial professionals, Betterwealth will become a platform that can provide substantial financial benefits even to middle-aged, retired, and elderly individuals who face difficulties accessing complex financial information." He further revealed the vision of "growing into a social wealth management platform that helps more people make wise financial decisions." 'Betterwealth' will innovate the domestic wealth management paradigm, leading everyone to design a better financial future.