{"id":9729,"date":"2024-05-02T10:54:56","date_gmt":"2024-05-02T02:54:56","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=9729"},"modified":"2024-05-02T10:54:56","modified_gmt":"2024-05-02T02:54:56","slug":"%e4%b8%89%e8%8f%b1%e6%97%a5%e8%81%af%e9%87%91%e8%9e%8d%e9%9b%86%e5%9c%98%ef%bc%88mufg%ef%bc%89%e5%85%a5%e8%82%a1%e6%97%a5%e6%9c%ac%e9%a0%82%e7%b4%9a%e6%a9%9f%e5%99%a8%e4%ba%ba%e7%90%86%e8%b2%a1","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=9729","title":{"rendered":"\u4e09\u83f1\u65e5\u806f\u91d1\u878d\u96c6\u5718\uff08MUFG\uff09\u5165\u80a1\u65e5\u672c\u9802\u7d1a\u6a5f\u5668\u4eba\u7406\u8ca1\u516c\u53f8WealthNavi 1 \u5104\u7f8e\u5143"},"content":{"rendered":"\n<p>WealthTech\u662f\u8ca1\u5bcc\u7ba1\u7406\u6280\u8853\uff08Wealth\u3000Management Technology\uff09\u7684\u7e2e\u5beb\uff0c\u6307\u4eba\u5de5\u667a\u6167\u3001\u5927\u6578\u64da\u3001SaaS\uff08\u8edf\u9ad4\u5373\u670d\u52d9\uff09\u7b49\u591a\u7a2e\u6280\u8853\u4ee5\u53ca\u5132\u84c4\u3001\u6295\u8cc7\u548c\u907a\u7522\u7b49\u91d1\u878d\u8cc7\u7522\u7684\u6574\u5408\u3002 <\/p>\n\n\n\n<p>WealthTech\u7684\u76ee\u6a19\u662f\u5275\u5efa\u4e00\u500b\u53ef\u4ee5\u6578\u4f4d\u5316\u7684\u8ca1\u5bcc\u7ba1\u7406\u751f\u614b\u5708\uff0c<a href=\"https:\/\/blog.roboadvisor.com.tw\/?p=5080\">\u6a5f\u5668\u4eba\u7406\u8ca1<\/a>\u662fWealthTech\u6700\u77e5\u540d\u7684\u89e3\u6c7a\u65b9\u6848\u3002<\/p>\n\n\n\n<p>\u6839\u64da\u4e09\u83f1\u65e5\u806f\u91d1\u878d\u96c6\u5718 \uff08MUFG\uff092024\u5e742\u670814\u65e5\u767c\u5e03\u7684\u8cc7\u672c\u8207\u5546\u696d\u806f\u76df\u65b0\u805e\u7a3f\u300a<a href=\"https:\/\/www.bk.mufg.jp\/global\/newsroom\/news2024\/pdf\/newse0214_1.pdf\" target=\"_blank\" rel=\"noopener\" title=\"\">MUFG Bank and WealthNavi Announce Capital and Business Alliance<\/a>\u300b\uff0c\u4e09\u83f1\u65e5\u806f\u91d1\u878d\u96c6\u5718 (MUFG) \u5c07\u5165\u80a1\u65e5\u672c\u9802\u7d1a\u6a5f\u5668\u4eba\u9867\u554f\u516c\u53f8WealthNavi 1 \u5104\u7f8e\u5143\uff0c\u900f\u904e\u79c1\u52df\u65b9\u5f0f\u6301\u6709\u8d85\u904e 15% \u7684\u80a1\u4efd\u3002<\/p>\n\n\n\n<p>\u6839\u64da\u300aNIKKEI Asia\u300b<a href=\"https:\/\/asia.nikkei.com\/Business\/Finance\/MUFG-to-take-100m-stake-in-Japan-s-top-robo-adviser\" target=\"_blank\" rel=\"noopener\" title=\"\">\u5831\u5c0e<\/a>\uff0c\u4e09\u83f1\u65e5\u806f\u91d1\u878d\u96c6\u5718\u5c07\u5411\u65e5\u672c\u6700\u5927\u7684\u6a5f\u5668\u4eba\u9867\u554f\u5e73\u53f0WealthNavi \u6295\u8cc7\uff0c\u4e26\u63d0\u4f9b\u6839\u64da\u5ba2\u6236\u8cc7\u7522\u63a8\u85a6\u6295\u8cc7\u7522\u54c1\u3001\u62b5\u62bc\u8cb8\u6b3e\u548c\u4fdd\u96aa\u55ae\u7684\u670d\u52d9\u3002<\/p>\n\n\n\n<p>\u5176\u4e2d\u503c\u5f97\u95dc\u6ce8\u7684\u662f\u96d9\u65b9\u5c31\u696d\u52d9\u5408\u4f5c\u4e0a\u7684\u6df1\u5165\u5408\u4f5c\uff0c\u5305\u62ec\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u52a0\u5f37\u7db2\u8def\u9280\u884c\u8f49\u63db\u6210\u6a5f\u5668\u4eba\u7406\u8ca1\u7684\u529b\u9053<\/li>\n\n\n\n<li>\u52a0\u5f37\u9280\u884c\u5206\u884c\u5c0e\u5165\u6a5f\u5668\u4eba\u7406\u8ca1\u670d\u52d9<\/li>\n\n\n\n<li>\u52a0\u5f37\u96c6\u5718\u9593\u7684\u5408\u4f5c<\/li>\n\n\n\n<li>\u5171\u540c\u958b\u767c\u57fa\u65bc\u6f14\u7b97\u6cd5\u63d0\u4f9b\u7684\u5e73\u53f0\uff0c\u63d0\u4f9b\u9664\u4e86\u8cc7\u7522\u7ba1\u7406\u5916\u7684\u4eba\u58fd\u4fdd\u96aa\u3001\u9000\u4f11\u91d1\u3001\u91d1\u878d\u6559\u80b2\u3001\u623f\u8cb8\u670d\u52d9\u7b49\u670d\u52d9\u3002<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">MUFG \u548c WealthNavi \u9032\u884c\u8cc7\u672c\u548c\u696d\u52d9\u806f\u76df\u7684\u76ee\u7684\u548c\u539f\u56e0<\/h2>\n\n\n\n<p>\u4e09\u83f1UFJ\u91d1\u878d\u96c6\u5718\uff08MUFG\uff09\u5c07\u300c\u6578\u4f4d\u8f49\u578b\uff08DX\uff09\u300d\u4f5c\u70ba\u5176\u4e2d\u671f\u696d\u52d9\u8a08\u5283\u4e2d\u7684\u91cd\u8981\u6230\u7565\u4e4b\u4e00\uff0c\u52a0\u5f37\u6240\u6709\u5ba2\u6236\u7684\u6578\u4f4d\u670d\u52d9\u63a5\u89f8\u9ede\uff0c\u4e26\u63a8\u52d5\u5176\u7522\u54c1\u548c\u670d\u52d9\u7684\u6578\u4f4d\u5316\u3002<\/p>\n\n\n\n<p>MUFG \u53ef\u4ee5\u6839\u64da\u5f37\u5316\u7684\u6578\u4f4d\u5e73\u53f0\u548c\u61c9\u7528\u7a0b\u5e8f\u70ba\u5ba2\u6236\u7684\u751f\u6d3b\u4e8b\u4ef6\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u5efa\u8b70\uff0c\u65e8\u5728\u70ba\u5ba2\u6236\u63d0\u4f9b\u7d42\u8eab\u50f9\u503c\u6982\u5ff5\u7684\u5168\u9762\u652f\u6301\uff0c\u8aaa\u660e\u4e86\u9019\u4e00\u6982\u5ff5\u7684\u91cd\u8981\u6027\u3002<\/p>\n\n\n\n<p>WealthNavi \u4ee5\u300c\u5e6b\u52a9\u4e2d\u7522\u5bb6\u5ead\u5efa\u7acb\u8ca1\u5bcc\u300d\u7684\u4f7f\u547d\u904b\u71df\uff0c\u63d0\u4f9b\u5176\u5168\u81ea\u52d5\u6a5f\u5668\u4eba\u9867\u554f\uff0c\u4ee5\u5efa\u7acb\u548c\u7dad\u6301\u4e00\u500b\u9577\u671f\u3001\u5168\u7403\u591a\u5143\u5316\u7684\u6295\u8cc7\u7d44\u5408\uff0c\u70ba\u66f4\u8212\u9069\u7684\u9000\u4f11\u751f\u6d3b\u7a4d\u7d2f\u8ca1\u5bcc\u3002<\/p>\n\n\n\n<p>\u81ea2016\u5e747\u6708\u63a8\u51fa\u670d\u52d9\u4ee5\u4f86\uff0cWealthNavi\u5df2\u57fa\u65bc\u5176\u7522\u54c1\u958b\u767c\u80fd\u529b\u63a8\u51fa\u4e86\u4e00\u7cfb\u5217\u65b0\u529f\u80fd\u3002<\/p>\n\n\n\n<p>\u57282021\u5e742\u6708\u63a8\u51fa\u4e86\u5229\u7528NISA\uff08\u65e5\u672c\u500b\u4eba\u5132\u84c4\u5e33\u6236\uff0c\u65e5\u672c\u7684\u514d\u7a05\u5c0f\u984d\u6295\u8cc7\u8a08\u5283\uff09\u5e33\u6236\u7684\u514d\u7a05\u7ba1\u7406\u5e33\u6236\u670d\u52d9\u300cRobo-NISA\u300d\u5f8c\uff0cWealthNavi\u73fe\u5728\u63d0\u4f9b\u4e86\u4e00\u9805\u82072024\u5e741\u6708\u555f\u52d5\u7684\u65b0NISA\u5b8c\u5168\u5c0d\u9f4a\u7684\u589e\u5f37\u670d\u52d9\u3002<\/p>\n\n\n\n<p>\u6839\u64da\u9019\u4e9b\u8a18\u9304\uff0c\u622a\u81f32024\u5e741\u670811\u65e5\uff0cWealthNavi\u662f\u65e5\u672c\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u548c\u7528\u6236\u6578\u65b9\u9762\u6392\u540d\u7b2c\u4e00\u7684\u6a5f\u5668\u4eba\u9867\u554f\uff0c\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u8d85\u904e1\u5146\u65e5\u5143\u3002WealthNavi\u9084\u81f4\u529b\u65bc\u5efa\u7acb\u500b\u4eba\u91d1\u878d\u5e73\u53f0\uff0c\u5c07\u5176\u670d\u52d9\u64f4\u5c55\u5230\u8cc7\u7522\u7ba1\u7406\u4e4b\u5916\u3002<\/p>\n\n\n\n<p>MUFG\u9280\u884c\u548cWealthNavi\u901a\u904e\u201cWealthNavi for MUFG Bank\u201d\u6a5f\u5668\u4eba\u9867\u554f\u696d\u52d9\u806f\u76df\u5171\u540c\u52aa\u529b\uff0c\u70baMUFG\u9280\u884c\u7684\u5ba2\u6236\u63d0\u4f9b\u589e\u5f37\u670d\u52d9\uff0c\u4ee5\u6eff\u8db3\u5ba2\u6236\u591a\u5143\u5316\u7684\u8cc7\u7522\u5efa\u7acb\u9700\u6c42\u3002<\/p>\n\n\n\n<p>\u6b64\u5916\uff0cMUFG\u9280\u884c\u8868\u793a\u5176\u5df2\u9ad4\u8a8d\u5230\uff0c<strong>\u70ba\u4e86\u7e7c\u7e8c\u6210\u70ba\u5ba2\u6236\u7684\u9996\u9078\u91d1\u878d\u670d\u52d9\u63d0\u4f9b\u5546\uff0c\u5728\u65e5\u672c\u653f\u5e9c\u7684\u653f\u7b56\u8b8a\u5316\u548c\u5236\u5ea6\u6539\u9769\u63a8\u52d5\u65e5\u672c\u6210\u70ba\u9818\u5148\u7684\u8cc7\u7522\u7ba1\u7406\u4e2d\u5fc3\u7684\u80cc\u666f\u4e0b\uff08\u4f8b\u5982\uff0c\u5176\u52a0\u500d\u57fa\u65bc\u8cc7\u7522\u6536\u5165\u8a08\u5283\u4ee5\u53ca\u5176\u6c7a\u5b9a\u5347\u7d1aNISA\u8a08\u5283\u4e26\u4f7f\u5176\u6c38\u4e45\u5316\uff09\uff0c\u9700\u8981\u70ba\u6bcf\u500b\u5ba2\u6236\u63d0\u4f9b\u4e2d\u9577\u671f\u7684\u5ba2\u88fd\u5316\u670d\u52d9\uff0c\u4e26\u63d0\u4f9b\u652f\u6301\u6027\u89e3\u6c7a\u65b9\u6848\uff0c\u4ee5\u89e3\u6c7a\u5ba2\u6236\u5728\u8cc7\u7522\u7ba1\u7406\u65b9\u9762\u7684\u591a\u5143\u5316\u6311\u6230<\/strong>\u3002<\/p>\n\n\n\n<p>\u56e0\u6b64\uff0cMUFG\u9280\u884c\u548cWealthNavi\u5df2\u7d93\u5c31\u8d85\u8d8a\u73fe\u6709\u696d\u52d9\u806f\u76df\u6846\u67b6\u7684\u6f5b\u5728\u5408\u4f5c\u9032\u884c\u4e86\u4e00\u7cfb\u5217\u5c0d\u8a71\uff0c\u65e8\u5728\u9032\u4e00\u6b65\u767c\u5c55\u670d\u52d9\uff0c\u70ba\u500b\u4eba\u5ba2\u6236\u7684\u8cc7\u7522\u5efa\u7acb\u63d0\u4f9b\u66f4\u5927\u7684\u589e\u503c\u3002<\/p>\n\n\n\n<p>\u5728\u9019\u500b\u8cc7\u672c\u548c\u696d\u52d9\u806f\u76df\u4e0b\uff0cMUFG\u9280\u884c\u548cWealthNavi\u9054\u6210\u4e86\u4e00\u81f4\uff0c\u5373\u958b\u767c\u548c\u63d0\u4f9b\u4e00\u500b\u8ca8\u5e63\u8aee\u8a62\u5e73\u53f0\uff0c\u89e3\u6c7a\u5ba2\u6236\u5728\u4ed6\u5011\u4e00\u751f\u4e2d\u7684\u8ca1\u52d9\u554f\u984c\uff0c\u4e26\u901a\u904eMUFG\u5ee3\u6cdb\u7684\u5ba2\u6236\u57fa\u790e\u548c\u7522\u54c1\u7d44\u5408\u4ee5\u53caWealthNavi\u5728\u654f\u6377\u8a08\u5283\u548c\u7522\u54c1\u958b\u767c\u65b9\u9762\u7684\u512a\u79c0\u80fd\u529b\u4f86\u4fc3\u9032\u5176\u6a5f\u5668\u4eba\u9867\u554f\u670d\u52d9\u548c\u201cRobo-NISA\u201d\u7684\u4f7f\u7528\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u8cc7\u672c\u548c\u696d\u52d9\u806f\u76df\u76843\u9805\u8a73\u7d30\u5167\u5bb9<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uff081\uff09\u696d\u52d9\u806f\u76df\u7684\u7d30\u7bc0<\/h3>\n\n\n\n<p>\u4e09\u83f1UFJ\u9280\u884c\uff08MUFG Bank\uff09\u548cWealthNavi\u5c07\u7d50\u5408\u96d9\u65b9\u7684\u512a\u52e2\uff0c\u52a0\u5feb\u652f\u6301\u4e3b\u8981\u7531\u5de5\u85aa\u5bb6\u5ead\u7d44\u6210\u7684\u96f6\u552e\u5e02\u5834\u7684\u8cc7\u7522\u5efa\u7acb\uff0c\u4e26\u63d0\u4f9b\u4e2d\u9577\u671f\u5b9a\u5236\u670d\u52d9\uff0c\u65e8\u5728\u4fc3\u9032\u65e5\u672c\u500b\u4eba\u7684\u5065\u5168\u8cc7\u7522\u5efa\u7acb\u3002 <\/p>\n\n\n\n<p>\u5177\u9ad4\u800c\u8a00\uff0cMUFG\u9280\u884c\u548cWealthNavi\u5c07\u52a0\u5f37\u4ed6\u5011\u5728\u6a5f\u5668\u4eba\u9867\u554f\u696d\u52d9\uff0c\u5305\u62ec\u201cRobo-NISA\u201d\u7684\u73fe\u6709\u5408\u4f5c\uff0c\u4e26\u53e6\u5916\u651c\u624b\u958b\u767c\u548c\u63d0\u4f9b\u8ca8\u5e63\u8aee\u8a62\u5e73\u53f0\uff0c\u8a72\u5e73\u53f0\u5c07\u5305\u62ec\u8207\u8cc7\u7522\u7ba1\u7406\u4ee5\u5916\u7684\u5176\u4ed6\u670d\u52d9\u76f8\u95dc\u7684\u670d\u52d9\uff0c\u4f8b\u5982\u4eba\u58fd\u4fdd\u96aa\u3001\u9000\u4f11\u91d1\u3001\u91d1\u878d\u6559\u80b2\u548c\u623f\u5c4b\u8cb8\u6b3e\u3002<\/p>\n\n\n\n<p>MUFG\u9280\u884c\u548cWealthNavi\u8a08\u5283\u9010\u6b65\u589e\u5f37\u548c\u5347\u7d1a\u6211\u5011\u7684\u670d\u52d9\u9663\u5bb9\uff0c2024\u5e74\u5e95\u63a8\u51fa\u589e\u5f37\u5408\u4f5c\u7684\u6a5f\u5668\u4eba\u9867\u554f\u670d\u52d9\uff0c\u4e26\u65bc2025\u5e74\u63a8\u51fa\u8ca8\u5e63\u8aee\u8a62\u5e73\u53f0\u7684\u958b\u767c\uff0c\u96a8\u5f8c\u63a8\u51fa\u5f8c\u8005\u3002<\/p>\n\n\n\n<p>\u6a5f\u5668\u4eba\u9867\u554f\u696d\u52d9\u90e8\u5206\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5f37\u5316\u5408\u4f5c\uff0c\u5c07\u66f4\u591a\u9700\u8981\u5168\u81ea\u52d5\u8cc7\u7522\u7ba1\u7406\u670d\u52d9\u7684\u5ba2\u6236\u8f49\u4ecb\u7d66\u201cWealthNavi for MUFG Bank\u201d\uff0c\u5229\u7528MUFG\u9280\u884c\u7684\u5ba2\u6236\u57fa\u790e<\/li>\n\n\n\n<li>\u901a\u904e\u5c07MUFG\u9280\u884c\u76f4\u71df\u7db2\u8def\u9280\u884c\u670d\u52d9\u7684\u7528\u6236\u5f15\u5c0e\u5230\u201cWealthNavi for MUFG Bank\u201d\u4e26\u5c07\u201cWealthNavi for MUFG Bank\u201d\u7d0d\u5165MUFG\u7684\u5fe0\u8aa0\u8a08\u5283\uff0c\u5438\u5f15\u548c\u7372\u53d6WealthNavi\u6a5f\u5668\u4eba\u9867\u554f\u696d\u52d9\u7684\u65b0\u5ba2\u6236<\/li>\n\n\n\n<li>WealthNavi\u548cMUFG\u4e4b\u9593\uff08\u5305\u62ec\u4e09\u83f1UFJ\u6469\u6839\u58eb\u4e39\u5229\u8b49\u5238\u548cau Kabucom\u8b49\u5238\uff09\u6f5b\u5728\u7684\u5408\u4f5c<\/li>\n<\/ul>\n\n\n\n<p>\u91d1\u9322\u9867\u554f\u5e73\u53f0\uff08Money Advisory Platform\uff09\uff1a<\/p>\n\n\n\n<p>Money Advisory 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