Announced details
Financial product intermediary businesses, including IFAs; asset building and asset management; New NISA (accumulation investment quota and growth investment quota)
アリスタゴラ・フィナンシャル・サービス acts as an intermediary for investment trust sales and bond transactions, while スマートプラス manages securities accounts and executes investment trust and bond transactions.
Head office: Shinjuku-ku, Tokyo; Representative Director: Kawai Kosuke (河合皓介). An IFA firm that provides comprehensive advice on asset building and asset management, real estate, inheritance and related matters, centered on a goal-based approach.
The impact of this matter on financial results is expected to be minor.
The company does not address Contract Value / Offering price.
| Item | Details |
|---|---|
| Names of Products / Services Covered | Digital Wealth Manager（DWM）, Asset management service offering investment trusts and bonds |
| Counterparty | 株式会社アリスタゴラ・フィナンシャル・サービス |
| Counterparty overview | Head office: Shinjuku-ku, Tokyo; Representative Director: Kawai Kosuke (河合皓介). An IFA firm that provides comprehensive advice on asset building and asset management, real estate, inheritance and related matters, centered on a goal-based approach. |
| Relationship with the Company | アリスタゴラ・フィナンシャル・サービス acts as an intermediary for investment trust sales and bond transactions, while スマートプラス manages securities accounts and executes investment trust and bond transactions. |
| Launch date | 17 June 2026 (already launched) |
| Applicable area | Financial product intermediary businesses, including IFAs; asset building and asset management; New NISA (accumulation investment quota and growth investment quota) |
| Impact on Business Performance | The impact of this matter on financial results is expected to be minor. |
Items this document does not state (11)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.アリスタゴラ・フィナンシャル・サービス adopted the platform to establish a securities trading platform under its own brand and enhance the value it provides to customers. Its ability to offer services under its own brand, select products itself, and support New NISA were positively evaluated.