Advisor Navi Co., Ltd. has added a new function to "Asset Management Navi," a consultation website for asset management operated by the company.

Previously, Asset Management Navi provided a system allowing users to search for IFAs (Independent Financial Advisors) based on conditions such as consultation content, region, financial assets, and available days. With this latest update, users can now search for advisors based on the "securities company with which the IFA has a contract."

Service URL: https://assets-navi.com/

Example: IFA x SBI Securities page

Background and Key Points of the New Feature: - Responding to search needs based on "contracted securities firm." IFAs facilitate customer account opening and product proposals through securities companies with which they have financial instrument intermediary contracts. Therefore, for customers who have already decided which securities company they wish to use, "which IFA is contracted with which securities company" is a crucial factor in selecting a consultation partner. This new feature addresses such needs by implementing a system that allows users to search for IFAs by their affiliated securities company.

- New dedicated pages for each affiliated securities firm. We have released pages where users can view a list of IFAs contracted with each securities company. Customers can compare and select IFAs they wish to consult directly from the page of their desired securities company.

Future Development Our company will continue to prioritize user convenience, progressively enhancing search functions, adding more affiliated securities companies, and improving UI/UX. We are committed to improving service quality to provide easier operation and better matching with asset management professionals that meet customer needs.

List of "Securities Company x IFA" pages: - List of IFAs affiliated with Rakuten Securities, Inc. - List of IFAs affiliated with SBI Securities Co., Ltd. - List of IFAs affiliated with Tokai Tokyo Securities Co., Ltd. - List of IFAs affiliated with Aizawa Securities Co., Ltd. - List of IFAs affiliated with Akatsuki Securities Co., Ltd. - List of IFAs affiliated with PWM Japan Securities Co., Ltd. - List of IFAs affiliated with Securities Japan, Inc. - List of IFAs affiliated with Monex, Inc. - List of IFAs affiliated with Airs C Securities Co., Ltd. - List of IFAs affiliated with Smartplus Co., Ltd. - List of IFAs affiliated with Superfund Japan Co., Ltd. - List of IFAs affiliated with Toyo Securities Co., Ltd. - List of IFAs affiliated with Teneo Partners Co., Ltd. - List of IFAs affiliated with J Trust Global Securities Co., Ltd. - List of IFAs affiliated with Leading Securities Co., Ltd. - List of IFAs affiliated with Capital Partners Securities Co., Ltd. - List of IFAs affiliated with Kuniumi AI Securities Co., Ltd. - List of IFAs affiliated with Phillip Securities Japan Ltd. - List of IFAs affiliated with Mita Securities Co., Ltd. - List of IFAs affiliated with Nissan Securities Co., Ltd. - List of IFAs affiliated with Ichiyoshi Securities Co., Ltd. - List of IFAs affiliated with FPL Securities Co., Ltd. - List of IFAs affiliated with Siiibo Securities Co., Ltd. - List of IFAs affiliated with WealthNavi Co., Ltd. - List of IFAs affiliated with Mitsui & Co. Digital Asset Management, Inc. - List of IFAs affiliated with Mitsubishi UFJ e-Smart Securities Co., Ltd. - List of IFAs affiliated with Sony Bank Inc. - List of IFAs affiliated with Sumitomo Mitsui Trust Bank, Limited - List of IFAs affiliated with Daiwa Securities Co. Ltd. - List of IFAs affiliated with Okasan Securities Co., Ltd. - List of IFAs affiliated with PayPay Securities Co., Ltd. - List of IFAs affiliated with SMBC Nikko Securities Inc. - List of IFAs affiliated with Traders Securities Co., Ltd. - List of IFAs affiliated with Daiwa Connect Securities Co., Ltd. - List of IFAs affiliated with Taiki Securities Co., Ltd. - List of IFAs affiliated with Nomura Asset Management Co., Ltd. - List of IFAs affiliated with AI Gold Securities Co., Ltd. - List of IFAs affiliated with Alpaca Japan Co., Ltd. - List of IFAs affiliated with JIA Securities Co., Ltd. - List of IFAs affiliated with Tsumiki Securities Co., Ltd. - List of IFAs affiliated with Mizuho Securities Co., Ltd. - List of IFAs affiliated with YM Securities Co., Ltd. - List of IFAs affiliated with FPG Securities Co., Ltd. - List of IFAs affiliated with Money Design Co., Ltd. - List of IFAs affiliated with Momiji Bank, Ltd. - List of IFAs affiliated with Japan Post Bank Co., Ltd. - List of IFAs affiliated with Yamaguchi Bank, Ltd. - List of IFAs affiliated with Kitakyushu Bank, Ltd.

FACT BOX

  • Source: PR TIMES
  • Category: New Product