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Other Disclosures8616Tokai Tokyo Financial Holdings,Inc.Financials (excluding banks)

Notice of the introduction of a portfolio recommendation support system by 東海東京証券 using Quantifeed’s QEngine portfolio construction engine

Tokai Tokyo Securities has introduced a portfolio proposal support system using "QEngine," provided by Quantifeed Japan. From September 2026, the system will be used on a phased basis for such purposes as analyzing customers' overall asset risk and preparing proposals to review asset allocations.

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Announced details

QEnginePortfolio proposal support system
Applicable field (uses covered by this announcement)

Financial instruments business, customer asset formation, portfolio proposals

Launch dateFrom September 2026 (planned; phased rollout)
Relationship between the counterparty and the company
Tokai Tokyo Financial Holdings,Inc.8616
Relationship with the Company

Tokai Tokyo Securities Co., Ltd., a subsidiary of the Company, will use QEngine provided by Quantifeed Japan Limited 株式会社 under a business relationship. Capital and personnel relationships: not disclosed.

CounterpartyQuantifeed Japan Limited 株式会社

9-1 Nihonbashi 3-chome, Chuo-ku, Tokyo. The representative is Co-Founder & CEO Alex Ypsilanti. The company provides a digital wealth management platform for financial institutions in Japan and overseas. It is the Japanese subsidiary of Hong Kong-based Quantifeed Holding Limited.

In this announcement the company addresses none of Contract Value / Offering price / Impact on Business Performance.

Announced details
ItemDetails
Names of Products / Services CoveredQEngine, Portfolio proposal support system
CounterpartyQuantifeed Japan Limited 株式会社
Counterparty overview9-1 Nihonbashi 3-chome, Chuo-ku, Tokyo. The representative is Co-Founder & CEO Alex Ypsilanti. The company provides a digital wealth management platform for financial institutions in Japan and overseas. It is the Japanese subsidiary of Hong Kong-based Quantifeed Holding Limited.
Relationship with the CompanyTokai Tokyo Securities Co., Ltd., a subsidiary of the Company, will use QEngine provided by Quantifeed Japan Limited 株式会社 under a business relationship. Capital and personnel relationships: not disclosed.
Launch dateFrom September 2026 (planned; phased rollout)
Applicable areaFinancial instruments business, customer asset formation, portfolio proposals
Items this document does not state (12)
Contract ValueOffering priceContract DateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative EffectsUsage historyImpact on Business PerformanceSource

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.

The system was introduced to provide more appropriate proposals tailored to each customer's investment objectives and risk tolerance, and to improve proposal accuracy. It was also introduced as part of the basic strategy of the medium-term management plan, "Strengthening Financial Capabilities," and the Company's hybrid management approach.

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Notice of the introduction of a portfolio recommendation support system by 東海東京証券 using Quantifeed’s QEngine portfolio construction engine | Tokai Tokyo Financial Holdings,Inc. (8616) timely disclosure | Komori