North Star Advisory Launches Wealth Management Service Using Smart Plus's DWM Platform
In a significant development in Japan's financial services sector, North Star Advisory has adopted the 'Digital Wealth Manager' (DWM) platform from Smart Plus, a firm under the Finatext Group, to launch its comprehensive asset management service named MyWealth. This innovative service is set to commence on September 3, 2025, offering investment advisory, mutual funds, and bond services to its clientele.
The impetus behind this adoption stems from the changing landscape of financial literacy in Japan, particularly with the growing popularity of the new NISA (Nippon Individual Savings Account) scheme. As interest rates fluctuate, and with an increasing number of wealthy individuals and business executives seeking advanced investment strategies and advice, the demand for specialized asset management has escalated. North Star Advisory aims to meet this demand by providing an enriched product lineup and sophisticated asset management services through DWM and MyWealth.
1. Investment Advisory Service: +Alpha
The 'Plus Alpha Japan' offering focuses on prime market constituents, targeting outperforming performance against the TOPIX index through an active management strategy. Utilizing quant techniques for investment decisions ensures a rational approach devoid of emotional influences. This service backs companies demonstrating characteristics of high revenue growth, financial stability, attractive valuations, and promising performance.
The 'Plus Alpha US' service is tailored for U.S. stocks, specifically concentrating on the top 2,000 market-cap equity listings. This investment approach aims for returns exceeding those of the S&P 500, offering investors tailored options with large-cap and small-cap strategies.
2. Mutual Fund Sales
North Star Advisory will offer a carefully curated selection of mutual funds. Customers will receive personalized portfolio suggestions based on their investment goals and risk tolerance, ensuring maximum benefit from tax advantages in asset management.
3. Bond Trading Services
Through its bond trading services, North Star Advisory will primarily focus on USD-denominated bonds, providing stable yields that are comparatively compelling in the current local interest rate context. This approach supports long-term asset management for clients.
Under the MyWealth framework, North Star Advisory will manage the facilitation of securities account openings, investment advisory agreements, mutual fund sales, and bond trading. In parallel, Smart Plus will oversee the management of securities accounts, investment advisory operations, mutual fund offerings, and trading of bonds.
In the coming years, Smart Plus intends to amplify its partnerships with Independent Financial Advisors (IFAs), particularly those serving high-net-worth clients and business owners, to disseminate the high-quality asset management services provided through DWM.
The DWM+ platform is designed to enable intermediaries to quickly and easily create and deliver proprietary brand securities services. It allows various firms to adopt bespoke management strategies and comes equipped with built-in active management services such as +Alpha and functions for trading carefully selected mutual funds and bonds. This flexibility ensures that each firm can tailor its offerings to meet specific needs, with service commencement possible within two weeks following contract execution.
Founded in 2020, North Star Advisory operates with the mission of providing customer-first financial services independently, leveraging multiple partnerships with securities firms. Their team comprises experts across various fields, including insurance, real estate, and business succession, aimed at delivering comprehensive financial solutions that build trust across generations.
With its innovative approach to asset management through MyWealth, North Star Advisory is poised to redefine the standards of investment services in Japan.
Background and Objectives
The impetus behind this adoption stems from the changing landscape of financial literacy in Japan, particularly with the growing popularity of the new NISA (Nippon Individual Savings Account) scheme. As interest rates fluctuate, and with an increasing number of wealthy individuals and business executives seeking advanced investment strategies and advice, the demand for specialized asset management has escalated. North Star Advisory aims to meet this demand by providing an enriched product lineup and sophisticated asset management services through DWM and MyWealth.
Services Offered through MyWealth
1. Investment Advisory Service: +Alpha
The 'Plus Alpha Japan' offering focuses on prime market constituents, targeting outperforming performance against the TOPIX index through an active management strategy. Utilizing quant techniques for investment decisions ensures a rational approach devoid of emotional influences. This service backs companies demonstrating characteristics of high revenue growth, financial stability, attractive valuations, and promising performance.
The 'Plus Alpha US' service is tailored for U.S. stocks, specifically concentrating on the top 2,000 market-cap equity listings. This investment approach aims for returns exceeding those of the S&P 500, offering investors tailored options with large-cap and small-cap strategies.
2. Mutual Fund Sales
North Star Advisory will offer a carefully curated selection of mutual funds. Customers will receive personalized portfolio suggestions based on their investment goals and risk tolerance, ensuring maximum benefit from tax advantages in asset management.
3. Bond Trading Services
Through its bond trading services, North Star Advisory will primarily focus on USD-denominated bonds, providing stable yields that are comparatively compelling in the current local interest rate context. This approach supports long-term asset management for clients.
Structure of Service Delivery
Under the MyWealth framework, North Star Advisory will manage the facilitation of securities account openings, investment advisory agreements, mutual fund sales, and bond trading. In parallel, Smart Plus will oversee the management of securities accounts, investment advisory operations, mutual fund offerings, and trading of bonds.
Future Directions
In the coming years, Smart Plus intends to amplify its partnerships with Independent Financial Advisors (IFAs), particularly those serving high-net-worth clients and business owners, to disseminate the high-quality asset management services provided through DWM.
About Digital Wealth Manager+
The DWM+ platform is designed to enable intermediaries to quickly and easily create and deliver proprietary brand securities services. It allows various firms to adopt bespoke management strategies and comes equipped with built-in active management services such as +Alpha and functions for trading carefully selected mutual funds and bonds. This flexibility ensures that each firm can tailor its offerings to meet specific needs, with service commencement possible within two weeks following contract execution.
About North Star Advisory
Founded in 2020, North Star Advisory operates with the mission of providing customer-first financial services independently, leveraging multiple partnerships with securities firms. Their team comprises experts across various fields, including insurance, real estate, and business succession, aimed at delivering comprehensive financial solutions that build trust across generations.
With its innovative approach to asset management through MyWealth, North Star Advisory is poised to redefine the standards of investment services in Japan.
Topics Financial Services & Investing）
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