#Japan #Tokyo #Tokyo Marine #Smart Plus #Anshin

Tokyo Marine Anshin Agency Introduces 'Anshin Smart Manager'

Overview

Tokyo Marine Anshin Agency has recently launched 'Anshin Smart Manager,' a new investment management service developed in partnership with Smart Plus, utilizing the innovative Digital Wealth Manager (DWM) technology. This service is now available at select branches across Japan, aiming to cater to the growing investment needs of customers, especially in light of recent financial reforms.

Background of the Service

Established in 2002 as a wholly-owned subsidiary of Tokio Marine & Nichido Life Insurance, Tokyo Marine Anshin Agency has a strong history of delivering insurance solutions nationwide. In response to the expanding demand for asset management and the recent introduction of the new NISA (Nippon Individual Savings Account) system, the agency recognized the need to offer comprehensive financial advisory services beyond traditional insurance products. With support from Smart Plus, they have successfully registered as a financial product intermediary to provide investment management solutions.

This initiative allows the agency to create a nuanced financial advisory environment that includes strategies for long-term asset growth through investment management, seamlessly integrating with their existing insurance offerings. By including investment services, the Tokyo Marine Anshin Agency can now provide a well-rounded approach to clients’ wealth accumulation and life planning needs.

Why Choose 'Smart Manager'?

Tokyo Marine Anshin Agency is driven by its principle of delivering maximum satisfaction to its clients, with an ethos centered on continuous stability and security. 'Smart Manager' is particularly appealing due to its utilization of a goal-based investment approach, accommodating both the accumulation and growth phases of the new NISA accounts. This innovative service features customizable investment plans and simulation tools tailored to reflect each customer’s unique life goals, allowing for personalized asset management proposals.

The goal-based approach involves setting specific investment objectives and creating a comprehensive plan designed to achieve these objectives efficiently over time. Throughout the investment timeline, clients can monitor performance and make adjustments, ensuring that they remain on track towards their financial goals.

Details of 'Anshin Smart Manager'

The 'Anshin Smart Manager' employs Smart Plus’s DWM to facilitate a seamless investment management experience. Developed in collaboration with Financial Standard Co., Ltd., the service is designed to support the latest NISA reforms, catering to both accumulation and growth investment requirements starting January 2024. Users can select from a variety of investment strategies that align with their goals and can create dedicated accounts for specific financial objectives.

Furthermore, Smart Plus handles the management of securities accounts and the implementation of investment strategies while Tokyo Marine Anshin Agency facilitates the opening of these accounts and guides clients through the investment contracts. Financial Standard provides investment advisory services to Smart Plus, ensuring expert guidance throughout the investment process.

Support Services Offered by Smart Plus

Smart Plus provides essential registration support for companies aspiring to register as financial product intermediaries, streamlining the entire process from document preparation to compliance with regulatory requirements. They have specifically aided Tokyo Marine Anshin Agency in successfully navigating the registration process.

About Digital Wealth Manager (DWM)

The DWM platform offered by Smart Plus enables intermediary businesses to efficiently create and deliver branded securities services. Organizations can adopt unique investment strategies while also accessing pre-packaged solutions such as active investment management services focused on US and Japanese equities. The platform also includes features for trading selective investments, facilitating a customizable approach tailored to individual business needs, with the ability to launch services within approximately two weeks post-contract.

For more details on Smart Manager and the services provided, visit the Smart Plus website here.