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Solutions for retail asset management

Solutions for retail asset management *

NRI provides total support for retail discretionary investment manager services, such as mutual fund advisory programs, as well as a sales support tool for financial institutions to help create and propose asset management plans for retail clients.
*For your business in Japan.

NRI provides total support for retail discretionary investment manager services, with Fund Wrap. In addition, through its sales support system, NRI offers extensive support for the retail asset management proposals.

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Services

Firm types: trust banks, brokerage firms
A solution for mutual fund advisory programs (fully-managed accounts for retail clients) that provides support for the sales process, investment management and reporting for customers.
Firm types: broker dealers
Solution supporting financial institutions' retail sales representatives
There has been a recent shift in retail investment clients demanding a more goal-oriented, proposal-based portfolio approach, which is driving sales representatives to further improve the advisory services they provide. NRI has developed the NRI Advisor Platform solution to meet the industry's evolving needs.