Capital Asset Planning, Inc.

Capital Asset Planning, Inc. provides system integration services in Japan and internationally. It offers application systems for life insurance companies, including insurance design and application issuing systems, RPA systems for the insurance sales process, and CRM systems, as well as life planning, public pension calculation, retirement simulation, and inheritance and property succession services. The company also provides systems for banks and securities companies, such as an asset management platform for portfolio simulations with individually selected stocks, wealth management platforms that automate inheritance and business succession, consulting services, a contribution pension management app, and robo-advisor fund wrap simulations. In addition, it offers Wealth Management Workstation (WMW), a cloud-based integrated asset management system, and estate planning services for wealthy individuals using WMW. It also provides private banking and financial planning education covering portfolio theory, life insurance theory, real estate business, and tax law. Incorporated in 1990, the company is headquartered in Kita, Japan.