キャピタル・アセット・プランニング

企業情報

Capital Asset Planning, Inc. provides system integration services in Japan and internationally. It offers application systems for life insurance companies, including insurance design/application issuing systems, RPA systems for the insurance sales process, and the construction of customer relationship management systems, as well as life planning, public pension calculation, retirement simulation systems, and inheritance and property succession construction services. The company also provides systems for banks and securities companies, such as an asset management platform that enables future simulations of portfolios with individually selected stocks, wealth management platform systems that automate and streamline inheritance, business succession, and property succession, consulting services, a contribution pension management app, and fund wrap simulations using robo-advisors, which support the automation of international diversification and asset management. In addition, it offers Wealth Management Workstation (WMW), an integrated asset management system in the cloud computing environment, and estate planning services for wealthy individuals using WMW. Further, the company provides a private banking and financial planning education business consisting of portfolio theory, life insurance theory, real estate business, and tax law, etc. Capital Asset Planning, Inc. was incorporated in 1990 and is headquartered in Kita, Japan.