#Japan #Tokyo #Smart Plus #Digital Wealth Manager #Alistagora

Alistagora Financial Services and Smart Plus Join Forces

In a significant move to enhance financial services, Alistagora Financial Services has adopted the Digital Wealth Manager (DWM) provided by Smart Plus, a subsidiary of the Finatext Group. This collaboration marks a notable progression in the integration of technology with financial advisory services, fundamentally changing the landscape of investment management in Japan. With headquarters located in Shinjuku, Tokyo, Alistagora operates as an independent financial advisor (IFA), committed to providing comprehensive financial solutions including asset management, real estate, and estate planning.

Rationale Behind the Partnership

Alistagora Financial Services prioritizes a goal-based approach to financial planning. This ethos emphasizes a tailored approach to each client's unique needs and life circumstances, offering a diverse array of financial solutions without allegiance to a specific financial institution. In a bid to enhance the value provided to their clients further, Alistagora recognized the necessity of developing a proprietary securities trading platform. This has been made possible with the adoption of Smart Plus’s DWM, enabling them to offer an improved asset management service through their branded platform, which will encompass mutual funds and bonds.

Features and Advantages of DWM

DWM serves as a robust securities trading platform designed explicitly for financial product intermediaries like IFAs, financial planners, and insurance agencies to deliver their branded services efficiently. There are several compelling reasons why Alistagora selected DWM:

• - Customizable Securities Trading Experience: DWM offers the capability for providers to present a unified brand experience from account opening to daily trading activities, independent of any associated brokerage.

• - Curated Product Selection: Financial advisors can meticulously select a product lineup that aligns with their service values, ensuring clients receive well-considered investment options tailored to their preferences.

• - Compliance with NISA Tax Incentives: DWM enables offering asset management services that align with the new NISA (Nippon Individual Savings Account) tax benefits, thus maximizing investment growth potential for clients.

Cumulatively assessed, these attributes led Alistagora Financial Services to adopt DWM as a fitting solution to meet their operational requirements.

Overview of Services Offered

Through DWM, Alistagora will facilitate transactions involving a selection of high-quality mutual funds and bonds, with plans to expand product offerings over time. This service will adeptly cater to clients seeking long-term asset accumulation, fully leveraging the benefits of tax-exempt systems under the new NISA investment framework.

In the operational synergy, Alistagora will handle mediation for the sale of mutual funds and bond transactions, while Smart Plus will manage the securities accounts and execute trades, ensuring a seamless experience for customers.

Future Directions

Smart Plus aims to become the preferred platform for IFAs and financial planners transitioning from commission-based to fee-based models by enhancing DWM’s functionalities. Additionally, it plans to solidify partnerships not just with IFAs, but also with insurance agencies and legal professionals to expand access to optimal asset management services, thereby developing a comprehensive financial infrastructure to serve more clients effectively.

What is the Digital Wealth Manager?

The Digital Wealth Manager (DWM) is an innovative securities trading platform that empowers intermediaries to easily establish and provide branded securities services. Firms can create investment management services that reflect their unique strategies, with pre-installed active investment management services like +Alpha and Smart Bond which focus on U.S. and Japanese equities as well as U.S.-dollar-denominated foreign bonds, respectively.

Each user can choose Financial products tailored to their needs, crafting a personalized securities trading platform. Services can be launched as quickly as two weeks post-contract signing, showcasing DWM's agility and responsiveness.

For more details on DWM, visit DWM Details.

About the Finatext Group and Smart Plus

The Finatext Group is driven by the vision to reinvent financial services as a customer-centric approach in the AI era. With a diverse portfolio that includes partners like Finatext Co., Ltd., known for developing innovative financial services, Smart Plus operates as the financial infrastructure provider focused on securities business platforms. Their joint mission is to create a financial world that closely aligns with daily life, enhancing the experience of managing wealth in a modern context.