Finance Feeds logo

Monex-Saison-Vanguard Investment Partners makes “MSV Compass+” available at Okachi Securities

Maria Nikolova

“MSV Compass+” is a new discretionary asset management service with a combination of robo-advisor and human support.

Monex-Saison-Vanguard Investment Partners, Inc., a subsidiary of a subsidiary of Monex Group, Inc. (TYO:8698), today announces that its “MSV Compass+” service becomes available at Okachi Securities from October 1, 2019. As FinanceFeeds reported back in December 2018, “MSV Compass+” is a new discretionary asset management service which combines robo-advisor and human support.

Okachi Securities will be the first financial institution in Aichi to offer “MSV Compass+”. MSV Investment Partners and Okachi Securities will work together to offer long-term support to customers until their individual financial goals are achieved.

For asset management, MSV Investment Partners does everything on behalf of its customers as part of a discretionary (or entrusting) investment model. Leveraging the digital capabilities of the asset management process and digital communications through “My Page” functionality, customers are able to enjoy enhanced convenience and reduced fees.

Consultation for the development of asset management plans and follow-up services that require detailed human support will be handled by in-person meetings with representatives of Okachi Securities. The representatives will utilize the purpose-built screens equipped with robo-advisor capabilities in order to respond to customers’ concerns.

Thanks the robo-advisor capabilities of MSV Investment Partners, Okachi Securities is set to offer detailed assistance to its customers from the development of asset management plans to their journey towards financial goals as they prepare for a 100-year life span, thereby meeting a wide range of customers’ asset building and asset management needs.

Back in December 2018, Monex-Saison-Vanguard Investment Partners noted that the conventional face-to-face service implies high minimum investment amounts and commissions, and thus the users are mainly affluent people. In contrast, the online self-directed asset management services (robo advisers) which the company has also been offering, is less costly, so the number of users among younger generations is increasing.

“MSV COMPASS +” offers a low-cost hybrid service by utilizing robot powers in the asset management process while keeping the secure feeling of face-to-face service, which enables users to enjoy both merits of the face-to-face discretionary management and the online self-directed services.

Subscribe

Read this next

Fintech

Sterling to provide risk and margin support for fixed income

“Firms must have the tools to effectively manage their risk across all asset classes. As yields rise, we see more exposure from clients in the fixed income space. We understand their need to measure and mitigate risk in a highly regulated environment.”

Retail FX

FXOpen launches HK share CFDs: Tencent, Alibaba, Xiaomi, Baidu

Hong Kong share CFDs will be commission-free for a limited period of time.

Retail FX

IronFX Celebrates an Award-Winning Start to 2024 with a Series of Industry Recognitions

IronFX, a global leader in online trading, has embarked on 2024 with a spectacular display of accolades that highlight its commitment to excellence and innovation in the competitive financial services sector.

Industry News

FIA urges CFTC to regulate use cases rather than AI itself

“We urge the CFTC to refrain from crafting new regulations that generally regulate AI because this approach presents certain well-known pitfalls. By approaching the issue from the perspective of AI as a technology, rather than the use case for the technology, corresponding regulations would likely necessitate a definition of AI. We anticipate that any attempt to properly define AI would be very challenging and require considerable resources.”

Education, Inside View

The Power of Public Relations in Finance: Shaping Perceptions & Building Reputation

It’s safe to say that the finance industry has faced its share of reputation crises over the years, from the 2008 financial collapse to the many scandals around irresponsible lending, political corruption, and even Ponzi schemes. 

Journalists interviewing a man with blue and red microphone
Digital Assets

Crossover’s crypto ECN executed over $3 billion in Q1 2024

“Our growth is also driving continued increases in the percentages of trades that are ‘Order Crossing Order’ (OXO). Currently, roughly 10% of all trades executed on CROSSx are OXO, another differentiator in our platform’s capacity. This capacity and our unique execution model provide value to both the market maker and taker, as evidenced by our commercial model.”

blockdag

BlockDAG’s Explosive Presale Hits $20.3M In April Swaying Investors From XRP’s Price Trends Upward, & Polygon’s NFT Market

Learn about BlockDAG’s impressive $20.3M presale results, XRP’s price increase prospects, and the booming NFT market on Polygon among the top 10 cryptocurrencies.

Trading graph of top crypto presale of 2024
Retail FX

Financial Commission warns of Eplanet Brokers

The Financial Commission, a self-regulatory compliance specialist for the financial services industry, is ramping up its scrutiny of unregulated brokerage firms. Today, the independent association warned against a company called Eplanet Brokers.

The Financial Commission
Retail FX

Dubai crypto exchange steps into prop trading

Dubai-based cryptocurrency trading platform, CoinW Exchange, marked its sixth anniversary by announcing a rebranding initiative and launching a proprietary trading product.

<
✖