Capital Asset Planning Inc. (3965)

Overview

Founded in 1990 and headquartered in Osaka, Japan, Capital Asset Planning, Inc. specializes in providing comprehensive system integration services on both domestic and international levels. The company focuses on devising technological solutions tailored for the financial industry, particularly for life insurance companies, banks, and securities firms. By leveraging its extensive expertise in application system development, Capital Asset Planning, Inc. assists these institutions in enhancing their customer service, optimizing their operational efficiency, and navigating the complex landscape of financial regulations. Additionally, the firm extends its technological prowess to individual wealth management, offering advanced tools and educational resources to support informed investment decisions and financial planning.

Products and Services

Capital Asset Planning, Inc. offers a robust portfolio of products and services designed to meet the diverse needs of its clients in the financial sector:

• Application Systems for Life Insurance Companies: This suite includes comprehensive tools such as insurance design/application issuing systems, an information provision site for policyholders, and systems for constructing customer management frameworks. Additionally, it offers life planning, public pension estimation, and retirement simulation system construction services.
• Systems for Banks and Securities Companies: The offerings here include support systems for the counter sales of investment trusts, life insurance, and individual pension insurance, as well as a portfolio design system for counter sales. Further, it encompasses the development of individual stock selection systems, information provision systems for defined contribution pension policyholders, and systems for predicting future fund management.
• Wealth Management Workstation (WMW): An integrated asset management system hosted in a cloud computing environment, designed to offer a comprehensive solution for the management of personal and family wealth. This tool facilitates estate planning and wealth management tasks, making it easier for wealthy individuals to manage their assets effectively.
• Estate Planning Services: Utilizing the WMW, Capital Asset Planning, Inc. provides specialized estate planning services tailored for wealthy clients. This service aims to help individuals strategically plan the distribution of their estate, ensuring their wealth is managed according to their wishes.
• Educational Services: Recognizing the need for financial literacy, the company offers various educational services aimed at investment education, financial planning, and private banking. These programs cover important topics such as portfolio theory, life insurance theory, real estate business, and tax law, and also involve the development and distribution of investment education content.