Expansion of the asset management app "Okane no Compass"
First written in FY2020-Q3. 4 of 5 entries say "Advanced", first in FY2020. Latest entry: FY2022-Q3.
No other company in this theme has enough history to compare yet.
- FY2022-Q3AdvancedAnnual report
「Our subsidiary TT Digital Platform Co., Ltd. (renamed from Money Compass Japan Co., Ltd. in October 2021; hereinafter, "TTDP") began working with Music Securities Co., Ltd. (hereinafter, "MS") in December to introduce regional ESG funds and other products through the asset management platform "Okane no Compass※1."」
Through its collaboration with Music Securities, the company began introducing regional ESG funds and other products through "Okane no Compass," expanding the platform from asset management functions to connections with funding for regional businesses and impact investment. - FY2022-Q1AdvancedAnnual report
「Together with the asset management app "Okane no Compass," provided by our subsidiary Money Compass Japan Co., Ltd., and centered on a smartphone-only securities business scheduled to begin operations this autumn, we will offer a range of digital services, including security tokens, crypto assets, robo-advisory, round-up investing, and digital and local currencies, to meet the financial needs of regional financial institutions and business corporations.」
The company expanded its concept to provide "Okane no Compass" together with digital services such as a smartphone-only securities business and security tokens, targeting business corporations as well as regional financial institutions. - FY2021AdvancedAnnual report
「Through the asset management app "Okane no Compass," the company is pursuing joint businesses with business corporations in addition to regional banks.」
The company indicated a policy of expanding the providers and integration partners for its asset management app from regional banks to business corporations as well, and pursuing joint businesses. - FY2020AdvancedAnnual report
「By integrating with 3.0 Securities, "Okane no Compass" aims to address a broad range of customer needs by providing smartphone trading functions, and is scheduled to be further customized and offered under the brands of regional banks and business corporations. It will also integrate with the simultaneously released insurance management app "Sonaeru Compass," which enables users to view registered insurance information through "Okane no Compass."」
The company added integration with 3.0 Securities, brand customization for regional banks and business corporations, and integration with the insurance management app "Sonaeru Compass" to its asset management app, and indicated plans to expand its scope of availability. - FY2020-Q3First statedAnnual report
「We established Money Compass Japan Co., Ltd., which is responsible for planning and developing financial services for customers building their assets, developed the asset management app "Okane no Compass," and released "Okane no Compass for TT" for Tokai Tokyo Securities in January 2020. By integrating with 3.0 Securities, "Okane no Compass" aims to address a broad range of customer needs by providing the functions of 3.0 Securities to customers who are not fully satisfied with the investment services offered by the FinTech companies available through "Okane no Compass."」
The company developed an asset management app for customers building their assets and released a service for Tokai Tokyo Securities in January 2020. It aims to eventually integrate with 3.0 Securities and provide functions to customer segments whose needs are not met by FinTech investment services alone.