4RAP is a SaaS investment management platform provided by FOLIO, enabling financial institutions to offer flexible discretionary investment management services to their clients.

What are the main features of 'Okasan UBS Fund Wrap'?

It leverages UBS Asset Management's expertise, offering over 100 investment styles and fund-of-funds formats, allowing individual investors to invest in funds that are otherwise inaccessible directly.

Which other financial institutions have adopted '4RAP'?

Currently, SBI Securities Co., Ltd., Ehime Bank, Ltd., and Ashikaga Bank, Ltd. have also adopted it, expanding the partnership.

AI News NQ Analysis

FOLIO's Discretionary Investment Platform "4RAP" Powers "Okasan UBS Fund Wrap" to Surpass 100 Billion Yen in Assets Under Management

NQ Score 84/100

N1 Content Completeness 90

AI Summary (NQ-processed)

FOLIO's discretionary investment platform "4RAP" has enabled the "Okasan UBS Fund Wrap" service to exceed 100 billion yen in assets under management. This service, launched by Okasan Securities in October 2024, leverages UBS Asset Management's investment expertise.

AI Analysis

Frequently Asked Questions

Q: What is '4RAP'?: A: 4RAP is a SaaS investment management platform provided by FOLIO, enabling financial institutions to offer flexible discretionary investment management services to their clients.
Q: What are the main features of 'Okasan UBS Fund Wrap'?: A: It leverages UBS Asset Management's expertise, offering over 100 investment styles and fund-of-funds formats, allowing individual investors to invest in funds that are otherwise inaccessible directly.
Q: Which other financial institutions have adopted '4RAP'?: A: Currently, SBI Securities Co., Ltd., Ehime Bank, Ltd., and Ashikaga Bank, Ltd. have also adopted it, expanding the partnership.