IFA Corporation MK3 Partners with Smart Plus for Innovative Asset Management Services
IFA Corporation MK3 announced its partnership with Smart Plus to launch a new investment trust sales service named MK3 Public Trust Asset Management, utilizing the Digital Wealth Manager (DWM) platform developed by Smart Plus. This new service is aimed primarily at public interest organizations such as educational, religious, and non-profit entities, responding to their need for consistent and stable asset management strategies. The service will officially start on November 10, 2025, offering a carefully selected lineup of investment trusts tailored for the long-term objectives of these institutions.
Today, public interest entities increasingly recognize the importance of secure asset management for long-term sustainability. However, these organizations face challenges such as limited knowledge, human resources, and potential risks associated with complex financial products. Since its establishment in 2014, MK3 has focused on asset management advisory services primarily for public interest organizations.
The decision to adopt DWM was made because it allows MK3 to apply its brand to the investment trust sales platform effectively. With DWM, MK3 can tailor the entire service, restricting the products displayed to customers to those aligned with the organization's philosophy. This capability ensures that clients receive only carefully curated investment trusts tailored to their needs.
DWM equips MK3 to offer a dedicated trading platform for these selected investment trusts. Consequently, MK3 aims to ensure stable asset growth and a high level of transparency in operational management for its corporate clients.
1. Tailored Investment Trust Lineup: Drawing from more than ten years of experience in advising institutional clients, MK3 will provide a selection of investment trusts that meet the long-term sustainability and stability goals of public interest organizations.
2. Dedicated Management to Address Unique Needs: MK3 will support various needs from public institutions, such as utilizing funds for facility maintenance or future capital repairs related to educational institutions or religious organizations. This service offers long-term and diversified investment opportunities aligned with the client's objectives.
3. High-Level Transparency and Governance: In organizations where personnel changes in management are common, MK3’s independent financial advisors (IFAs) will help maintain consistency and continuity in governance, which is vital for the effective management of these public entities' assets.
The MK3 Public Trust Asset Management service will involve MK3 facilitating the opening of securities accounts and acting as an intermediary for the sale of investment trusts, while Smart Plus will manage the securities account and oversee the handling of investment trust offerings.
Looking ahead, Smart Plus will further strengthen partnership strategies with independent financial advisor (IFA) businesses, particularly those with unique characteristics such as MK3's. The aim is to spread high-quality asset management services via the DWM platform.
DWM is the securities trading platform provided by Smart Plus, enabling intermediaries to rapidly and easily establish and offer custom-branded securities services. Users can implement their own investment strategies for entrusted investment management while having access to active investment management services focused on U.S. and Japanese stocks, known as +Alpha. Each company can select products that align with their needs, creating a distinctive and customized securities trading platform for their clients. DWM allows for service launch within approximately two weeks of contract signing, highlighting its quick setup feature.
Visit DWM+ Details for further information.
MK3 Corporation is an independent financial advisor focused on public interest organizations, including educational and religious institutions, providing consulting services on asset management. With over 20 years of experience in institutional management, MK3 has established long-term trust among its corporate clients by emphasizing risk management, cost reduction, and stringent governance practices. Unlike typical IFAs that serve high-net-worth individuals, MK3 specializes in client engagement with public institutions, and its initiatives are widely recognized in media targeted at educational and religious organizations.
Smart Plus operates within the Finatext Group, which aims to reinvent financial services as products through technological innovations, focusing on integrated financial solutions for businesses. The group includes various companies specializing in different financial services, demonstrating a commitment to enhancing financial accessibility and responsiveness to user needs in today's dynamic environment.
Background and Reasons for Adopting DWM
Today, public interest entities increasingly recognize the importance of secure asset management for long-term sustainability. However, these organizations face challenges such as limited knowledge, human resources, and potential risks associated with complex financial products. Since its establishment in 2014, MK3 has focused on asset management advisory services primarily for public interest organizations.
The decision to adopt DWM was made because it allows MK3 to apply its brand to the investment trust sales platform effectively. With DWM, MK3 can tailor the entire service, restricting the products displayed to customers to those aligned with the organization's philosophy. This capability ensures that clients receive only carefully curated investment trusts tailored to their needs.
DWM equips MK3 to offer a dedicated trading platform for these selected investment trusts. Consequently, MK3 aims to ensure stable asset growth and a high level of transparency in operational management for its corporate clients.
Key Features of MK3 Public Trust Asset Management
1. Tailored Investment Trust Lineup: Drawing from more than ten years of experience in advising institutional clients, MK3 will provide a selection of investment trusts that meet the long-term sustainability and stability goals of public interest organizations.
2. Dedicated Management to Address Unique Needs: MK3 will support various needs from public institutions, such as utilizing funds for facility maintenance or future capital repairs related to educational institutions or religious organizations. This service offers long-term and diversified investment opportunities aligned with the client's objectives.
3. High-Level Transparency and Governance: In organizations where personnel changes in management are common, MK3’s independent financial advisors (IFAs) will help maintain consistency and continuity in governance, which is vital for the effective management of these public entities' assets.
Service Provision Structure
The MK3 Public Trust Asset Management service will involve MK3 facilitating the opening of securities accounts and acting as an intermediary for the sale of investment trusts, while Smart Plus will manage the securities account and oversee the handling of investment trust offerings.
Future Developments
Looking ahead, Smart Plus will further strengthen partnership strategies with independent financial advisor (IFA) businesses, particularly those with unique characteristics such as MK3's. The aim is to spread high-quality asset management services via the DWM platform.
About Digital Wealth Manager (DWM)
DWM is the securities trading platform provided by Smart Plus, enabling intermediaries to rapidly and easily establish and offer custom-branded securities services. Users can implement their own investment strategies for entrusted investment management while having access to active investment management services focused on U.S. and Japanese stocks, known as +Alpha. Each company can select products that align with their needs, creating a distinctive and customized securities trading platform for their clients. DWM allows for service launch within approximately two weeks of contract signing, highlighting its quick setup feature.
Visit DWM+ Details for further information.
About MK3 Corporation
MK3 Corporation is an independent financial advisor focused on public interest organizations, including educational and religious institutions, providing consulting services on asset management. With over 20 years of experience in institutional management, MK3 has established long-term trust among its corporate clients by emphasizing risk management, cost reduction, and stringent governance practices. Unlike typical IFAs that serve high-net-worth individuals, MK3 specializes in client engagement with public institutions, and its initiatives are widely recognized in media targeted at educational and religious organizations.
About Smart Plus and the Finatext Group
Smart Plus operates within the Finatext Group, which aims to reinvent financial services as products through technological innovations, focusing on integrated financial solutions for businesses. The group includes various companies specializing in different financial services, demonstrating a commitment to enhancing financial accessibility and responsiveness to user needs in today's dynamic environment.
Topics Financial Services & Investing）
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