Real Results for Investment Professionals
How our financial analysis solutions have helped professionals across South Korea make smarter investment decisions and deliver better outcomes for their clients
Mirae Asset Securities Transformation
When Mirae Asset's Seoul team needed to streamline their equity research process, they were spending 15+ hours weekly on manual data compilation. Their analysts were brilliant, but buried in spreadsheets instead of focusing on market insights.
We worked with their research director to build custom analysis workflows that automatically pulled data from multiple sources and generated preliminary reports. The real game-changer? Our risk assessment models that flagged unusual market patterns before they became obvious.
Three Areas Where We Excel
Our clients consistently see improvements in these core areas of their investment operations
Portfolio Analysis
Advanced risk modeling that helps portfolio managers spot correlations and potential vulnerabilities before they impact returns
Market Research
Automated data collection and analysis tools that turn weeks of research into hours of focused insights
Client Reporting
Professional reporting systems that transform complex financial data into clear, actionable client communications
The difference was immediate. What used to take our team three days of manual analysis now gets done in six hours. But more importantly, we're catching market signals we used to miss entirely.
Byung-ho joined KB Securities in 2018 and leads their technology sector analysis team. He was looking for ways to improve their research efficiency without sacrificing the detailed analysis their clients expected. After implementing our custom financial modeling tools in early 2024, his team consistently delivers reports 2-3 days ahead of schedule while including deeper market insights than before.
Two Very Different Challenges
Every investment firm has unique needs. Here's how we approached two completely different situations in 2024.
Boutique Wealth Manager
A 12-person firm in Busan managing ₩80 billion in client assets needed institutional-grade analysis tools without institutional-grade complexity. Their challenge wasn't volume — it was delivering sophisticated insights that justified their premium fees.
We built them a streamlined platform focusing on alternative investment analysis and risk-adjusted returns comparison. The system automatically generates monthly client reports with clear performance attribution and market context.
Regional Bank Investment Division
A major regional bank's investment team was struggling with regulatory compliance reporting. They had the data but needed to prove their risk management processes met evolving FSS requirements while maintaining trading efficiency.
Our compliance-focused analytics platform automatically tracks position limits, calculates real-time risk exposure, and generates audit-ready documentation. The system integrates with their existing trading infrastructure without disrupting daily operations.
How We Work Together
Our approach focuses on understanding your specific needs before building solutions
Discovery & Analysis
We spend time with your team understanding current workflows, pain points, and goals. This isn't about selling you software — it's about identifying where technology can genuinely help your investment process.
Custom Solution Design
Based on what we learned, we design analytics tools and reporting systems tailored to your specific requirements. Every firm has different data sources, client needs, and regulatory considerations.
Implementation & Training
We implement the solution in phases, training your team at each step. The goal is seamless integration with your existing processes — not disruption of successful workflows.
Ongoing Support & Optimization
Markets change, regulations evolve, and your business grows. We provide ongoing support and regular system updates to ensure your analytics capabilities stay current and competitive.