#Japan #Tokyo #Financial Services #AI consulting #Metareal SL

The Launch of Metareal SL: A Game-Changer in Customer Portfolio Analysis

On August 21, 2025, Rosetta Inc., headquartered in Chiyoda, Tokyo, announced the launch of a new premium plan for its innovative AI agent, Metareal Sales (known as Metareal SL). Priced at 50,000 yen per month (tax included), this service allows users to generate detailed customer portfolio analysis reports with up to 20 uses per day and 200 per month. This game-changing tool is aimed specifically at enhancing the effectiveness of financial advisors in the securities industry.

Understanding Metareal SL

Metareal SL is a specialized AI analyst designed for securities sales personnel. Its primary function is to visualize the risks and opportunities associated with customer portfolios. By utilizing advanced algorithms, Metareal SL collects and analyzes data regarding each client's asset composition, performance, risk indicators, and investment tendencies. This allows financial representatives to create tailored reports linked to their proposals in just a few minutes, significantly enhancing the efficiency and persuasiveness of their customer interactions.

The Need for Advanced Analysis Tools

The process of analyzing customer portfolios and providing timely, suitable advice can be daunting, often requiring substantial preparation time. Financial advisors typically face challenges in determining which customers should receive recommendations and when to approach them. Moreover, the reliance on personal experience often leads to inconsistencies in judgment. Metareal SL seeks to address this issue by supplying accurate, data-backed insights to streamline decision-making processes and improve overall client service.

Key Features of Metareal SL

Metareal SL boasts several notable features:

1. Automated Data Integration: The tool automatically captures customer asset data and immediately analyzes composition, risk, and performance metrics.
2. AI-Powered Recommendations: It cross-references market trends and historical data to suggest optimal directions for customer proposals.
3. Instant Report Generation: Reports can be outputs in PDF or Word formats, which can then be utilized directly for meetings with clients.
4. Recommended Actions: Accompanying comments suggest actions such as rebalancing, enhancing diversification, or reducing risk.

This service is tailored for retail sales representatives at securities firms, team members providing investment recommendations to corporate clients, and independent financial advisors (IFAs) who regularly conduct portfolio optimizations.

Expanding AI Solutions

Following the launch of Metareal SL, Rosetta Inc. plans to further strengthen its specialized AI consulting services by developing a series of generative AI tools, beginning with the introduction of Metareal DD. These solutions are designed to address specific challenges faced across various industries – not just in finance.

The aim is for this AI series to encourage easy resolutions to industry-specific problems while using Rosetta's unique approach to AI consulting. This strategy is predicated on providing rapid, adaptable AI systems that meet the actual demands of the end-users in various operational fields. By prioritizing speed and adaptability, Rosetta has already seen significant success in deploying AI technologies across traditionally challenging sectors.

Expertise in AI Consulting

Rosetta's AI consulting services are distinguished by rapid deployment and implementation of bespoke AI solutions. Key elements of their approach include:

• - Specialization Over Generalization: With extensive experience collaborating with over 6,000 companies in more than 2,000 sectors, Rosetta focuses on creating AI systems tailored for specific industries.
• - AI Orchestration Techniques: By harmonizing multiple existing models to cater to complex requirements, this unique orchestration technology delivers high-precision outputs.
• - Global Insight Utilization: Leveraging international knowledge, Rosetta incorporates successful global strategies into their AI development process, ensuring relevancy and effectiveness.

This emphasis on practical deployment enables Rosetta to create AI that is truly utilized in operational settings, further solidifying their position as a leading firm in AI integration across various sectors.

Conclusion

Metareal SL marks a significant advancement in the financial advisory sector, empowering professionals with an AI tool that simplifies the intricate process of customer portfolio analysis. As Rosetta continues to innovate and expand its offerings, the promise of AI in supporting diverse industries is increasingly evident. For those looking to explore AI solutions tailored to their needs, Rosetta invites inquiries and consultations to better understand how these technologies can optimize their operations. For more information, visit their official website or contact them via email at [email protected].