Capital Asset Planning

3965

Capital Asset Planning, Inc. provides system integration services in Japan and internationally. The company offers application systems for life insurance companies, including insurance design/application issuing systems, insurance information provision site for policyholders; and construction of customer management systems, as well as life planning, public pension estimation, and retirement simulation system construction services. It also provides systems for banks and securities companies, such as investment trusts, life insurance, and individual pension insurance counter sales support systems; portfolio design system for counter sales; development of individual stock selection system; information provision system for defined contribution pension policyholders; and development of future fund management forecast system. In addition, the company 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, it provides investment education, financial planning education business, and private banking education consisting of portfolio theory, life insurance theory, real estate business, and tax law; and develops and distributes investment education content. Capital Asset Planning, Inc. was incorporated in 1990 and is headquartered in Osaka, Japan.

Read Less