Assets Navi Adds Theme-Based Search Functionality for Financial Consultations | Search for IFAs by Portfolio Creation, NISA, iDeCo, Inheritance, and More

Adviser Navi Co., Ltd. has added a search function categorized by consultation topics to its financial consultation site, 'Assets Navi'. Previously, users could search for IFAs (Independent Financial Advisors) based on conditions such as financial assets, location, availability, and partner securities firms. With this update, users can now search for IFAs directly by themes they wish to discuss, such as portfolio creation, NISA, iDeCo, and inheritance. This update addresses the need for users to find advisors based on their specific interests and concerns rather than just financial assets or location. Pages for 10 representative themes, ranging from portfolio creation to non-life insurance, have been published. Each page allows users to view a list of IFAs who handle that theme, as well as key points to consider before consultation.