Announced details
Lead generation, sales, customer management, life-plan simulations and investment advisory proposals in the IFA and financial product intermediary businesses
Reduction in manual work involved in preparing for client meetings and managing customer information
Arithagora Financial Services has already adopted Digital Wealth Manager, a securities trading platform provided by Smartplus for IFAs and other businesses.
Based in Shinjuku-ku, Tokyo, with Kawai Kosuke (河合皓介) as Representative Director. The company is an independent financial advisor (IFA) providing comprehensive financial advice, primarily focused on asset building and investment management.
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 | Finstage Leads Assist, Finstage Money Concierge |
| Counterparty | 株式会社アリスタゴラ・フィナンシャル・サービス |
| Counterparty overview | Based in Shinjuku-ku, Tokyo, with Kawai Kosuke (河合皓介) as Representative Director. The company is an independent financial advisor (IFA) providing comprehensive financial advice, primarily focused on asset building and investment management. |
| Relationship with the Company | Arithagora Financial Services has already adopted Digital Wealth Manager, a securities trading platform provided by Smartplus for IFAs and other businesses. |
| Launch date | 14 July 2026 (service already launched) |
| Applicable area | Lead generation, sales, customer management, life-plan simulations and investment advisory proposals in the IFA and financial product intermediary businesses |
| Quantitative Effects | Reduction in manual work involved in preparing for client meetings and managing customer information |
| Impact on Business Performance | The impact of this matter on financial results is expected to be minor. |
Items this document does not state (10)
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.To address sales-related challenges faced by IFAs, including acquiring new clients, preparing life-plan simulations and managing customer information, and to improve efficiency from lead generation through investment advisory proposals.