Partnering with regional financial organizations to mitigate the digital divide

WealthNavi has alliance partnerships with Japanese regional financial organizations and we offer managed account services with a hybrid of online and face-to-face support. We provide a fully automated end-to-end wealth management service online while our alliance partners support customers in-person to build and maintain a long-term, globally diversified investment portfolio. In collaboration with our alliance partners, we are striving to reach a wider range of customers regardless of their digital literacy.

Supporting digitalization of regional financial organizations

WealthNavi serves the needs of regional financial organizations to promote digitalization by providing a fully automated online wealth management platform.

Our service does not require any time-consuming paperworks at the time of account openings. This helps bank clerks spare more time to discuss with their customers and provide advice that the customers really want. Through providing our online platform to alliance partners, we are supporting regional financial organizations to improve their productivity.