- Business
- Capital Asset Planning, Inc. (3965.T) develops and provides financial retail business systems and digital transformation solutions for financial institutions in Japan. The company offers IT solutions including application systems for life insurance companies such as insurance design and application issuing systems, policyholder insurance information provision sites, customer management systems, life planning tools, public pension estimation systems, and retirement simulation systems; systems for banks and securities companies encompassing investment trust and life insurance counter sales support systems, portfolio design systems, individual stock selection systems, defined contribution pension policyholder information systems, and future fund management forecast systems; and the Wealth Management Workstation (WMW), a cloud-based integrated asset management platform, along with the Design Your Goal (DYG) goal-based planning system. It also provides consulting services covering business reform, systemization planning, development project support, and asset management for efficient asset building and business succession, primarily targeting life insurance companies, banks, and securities firms. Founded in 1990 and headquartered in Osaka, Japan, with offices in Tokyo and Fukuoka, the company operates through three main domains: digital transformation solutions for financial institutions, subscriptions via integrated asset management platforms, and asset management consulting; Inform Inc. serves as its consolidated subsidiary. In recent developments, Capital Asset Planning upwardly revised its fiscal year ending September 2025 consolidated operating profit forecast to 525 million yen from 450 million yen, driven by reconstruction of customer management systems for life insurance companies and introduction of paperless application systems for corporations.