Capital Asset Planning Inc

TSE:3965

Capital Asset Planning, Inc. engages in the development and provision of financial retail business process optimizing systems. The company is headquartered in Osaka, Osaka-Fu and currently employs 312 full-time employees. The company went IPO on 2016-10-07. The company has six kinds of systems. The life plan system is used to select financial and insurance products by simulating an individual's lifetime fund balance and quantifying the amount of life insurance. The estate plan system estimates and visualizes the assumed inherited property, the assumed tax payment amount based on financial assets held by individuals. The asset formation advice system integrates banking application, account aggregation and life planning functions to calculate the amount that be invested for asset formation. The design document system creates a life insurance quote. The application form system displays a life insurance application form on a digital electronic terminal such as a personal computer. The paperless system makes all operations necessary for selling life insurance paperless at the time of application for life insurance.