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Asset Management Services

Endeavor towards providing substantial finance information

Wealth Advisor supports investors by providing finance information centered on investment trusts through "Wealth Advisor Website" and the smartphone app "My Investment Trust" as well as operating "Kabushiki Shimbun Web," the electronic newspaper specializing in stock market.

Optimal asset management advisory tool (Service for financial corporations)

Asset management advice through tablet devices
The most important thing for financial institutions is to provide appropriate information so that each individual customer can select financial products that match their needs.

Through tablet devices, Wealth Advisor provides an optimized application service so that asset management advisors of financial institutions can make better suggestions for individual customers.

This service is installed on tablet devices, including functions that are essential for asset management advisory such as “Fund Information,” “Comparison Function,” “Purchase Simulation Function,” and more than 110,000 devices have been introduced in nearly 500 financial institutions, etc.

Principal Group Company