Advisor Navi Adds New Search Feature to "Asset Management Navi": Filter IFAs by Affiliated Securities Companies

Advisor Navi 旗下的「資產運用導航」推出新功能,讓使用者可依據 IFA 簽約的證券公司篩選顧問,精準媒合投資需求。
新製品NQ 85/100出典:PR Times

📋 Article Processing Timeline

  • 📰 Published: May 13, 2026 at 19:00
  • 🔍 Collected: May 13, 2026 at 10:31
  • 🤖 AI Analyzed: May 15, 2026 at 23:58 (61h 26m after Collected)
Advisor Navi Co., Ltd. has updated its asset management consultation site, "Asset Management Navi," with a feature that allows users to search for Independent Financial Advisors (IFAs) based on their contracted securities firms. Since IFAs facilitate account openings and product proposals through specific brokerages, this update addresses the needs of users who have already selected a preferred broker. The platform now provides dedicated lists for IFAs affiliated with major firms such as SBI Securities and Rakuten Securities to streamline the advisor selection process.