NRI provides trust bank support with a portfolio builder tool for individual investors
NAVIFACE, helping sales reps analyze individual customers’ needs and
construct customized high quality portfolios that take into account the investors’ life
plan, risk appetite and other individual attributions.
Trust banks are also supported by NRI through a management status disclosure network solution SYNTAX that allows them to disclose their trust accounts’ status for sponsors and investment advisors electronically.
Spurred by regulatory changes in the mutual fund sales by banks in 1998, BESTWAY is a mutual fund account management system for trust banks and banks. BESTWAY/JJ is the enhanced next-generation, ASP service of BESTWAY available since July 2009, which integrates all the functions from the sales branch, back-office and defined contribution pension operation and provides total support for selling mutual funds at bank windows.
Daybreak/PL is an ASP service that produces reporting and data confirmation to the credit agency on behalf of credit companies, consumer lending companies and banks. Daybreak/PL automatically produces reports in the required format for each credit agency, creating centralization and automation in a highly secure process.
Designed for sales representatives at trust banks, NAVIFACE is a portfolio builder tool for individual investors. The solution helps sales reps analyze individual customers’ needs and construct customized high quality portfolios that take into account the investors’ life plan, risk appetite and other individual attributions.
SYNTAX, a de facto standard in the industry, is an investment management data disclosure solution that allows firms and trust banks to disclose their trust accounts’ status for sponsors and investment advisors electronically. SYNTAX provides an industry standard format, which includes asset management securities trading and balance information and enables smooth communication between related systems. SYNTAX’s electronic processes reduce complex manual operations at asset management companies, reducing risk and promoting efficiency.
Designed for the front- and middleoffice, T-STAR/GX is a data warehousing solution for asset management firms. T-STAR/GX connects to back-office data systems, such as T-STAR/TX, T-STAR/RX, SYNTAX and market data platforms. T-STAR/GX supports front- and middle office operations of portfolio management for asset managers, including investment advisors, mutual funds, trust banks and pension funds. T-STAR/GX allows firms to calculate the time-weighted rate of return, performance attribution analysis, obtain different views of balance, trading and rate of return by asset class, sector and by type of security.
Value Direct is a complete ASP internet banking solution encompassing support for deposit, transfer, savings, mutual funds, government bonds and foreign currency deposits. Via highly user-friendly screens and intuitive navigation, Value Direct allows users to easily interact with the bank’s system. Banks can use Value Direct to tailor marketing campaigns to each user based on their attributes. Value Direct also supports mutual fund sales through BESTWAY and the distribution of electronic statements through POSTUB. As an ASP service, Value Direct is a lower cost and flexible banking solution.
The Wrap Account Total Solution is a wrap account management system for the wealth management sector that allows a brokerage to manage an investor’s portfolio. The product was developed in response to the 2004 regulatory change, which mandates that sales professionals at financial firms are required to show a planned optimized portfolio for each client before signing the contract. Wrap Account Total Solution supports sales representatives to build optimized portfolios and helps manage ongoing accounts.
The Zaimu Express service provides comprehensive consulting, system development and implementation, to enable Japanese banks to comply with IFRS requirements. Through this service, NRI will assess firms’ current operations and systems, recommend best practices, and implement a customized system and solution. Zaimu Express reduces time and cost and enables banks to implement IFRS in a seamless and efficient way.
Ids-sales@nri.co.jp