r-Laboratory Adopts Smartplus's 'DWM' to Launch Investment Trust Sales Service

Smartplus Co., Ltd. (Headquarters: Chiyoda-ku, Tokyo; Representative Director: Noriko Kobayashi), a member of the Finatext Group that realizes embedded finance by providing next-generation financial infrastructure, announced that r-Laboratory Co., Ltd. (Headquarters: Naka-ku, Yokohama, Kanagawa; Representative Director: Hiroki Nakazawa) has adopted its securities trading platform, 'Digital Wealth Manager (DWM).' r-Laboratory has launched an investment trust sales service on 'DWM,' focusing on carefully selected global equity funds.

Background and Objective

With the launch of the New NISA, interest in asset formation is growing. However, many still voice concerns that 'investing is difficult' or 'it hasn't gone well,' indicating that capital gains (r) from listed companies worldwide are not adequately reaching Japanese households. To solve this, r-Laboratory was established as an IFA firm supporting long-term goals such as retirement funds and children's education, with the mission of 'building an ecosystem that delivers r to households.'

To achieve this mission, r-Laboratory evaluated various securities trading platforms to support clients' long-term asset formation. They concluded that 'DWM' was the optimal choice due to its high customizability and the ability to operate under their own brand.

Reasons for Selecting 'DWM'

Two main factors led to r-Laboratory's evaluation of 'DWM':

Specifically, the ability to implement a mechanism that presents only funds carefully selected by r-Laboratory was a key factor. This allows the company to realize its policy of screening funds suitable for long-term asset formation and offering only the best options to clients at the platform level.

Additionally, the ability to provide services under the r-Laboratory brand, rather than emphasizing the affiliated securities company, was highly valued. This is deemed essential for developing long-term trust with clients by demonstrating the firm's uniqueness as an IFA.

Service Overview

The service handles global equity funds strictly selected based on r-Laboratory's own criteria. It supports both the 'tsumitate' (installment) and growth investment portions of the New NISA system, enabling services that maximize the tax-free regime according to clients' long-term asset formation needs.

In this investment trust sales service, r-Laboratory acts as an intermediary for sales, while Smartplus handles securities account management and the execution of investment trust transactions.