Capital Asset Planning is a Japanese fintech company that develops and provides front-end and back-office systems for financial institutions, including banks, securities firms, and insurance companies, focused on asset management, life planning, insurance sales processes, and wealth management. Its flagship products include the Wealth Management Workstation (WMW) integrated asset management platform, goal-based planning systems for IFAs, CRM and life planning simulation tools, and SaaS-based calculation APIs covering tax, cash flow, and inheritance planning. The company differentiates itself through the integration of financial theory and IT (FT×IT), serving clients with DX solutions powered by generative AI and supported by in-house professionals with expertise in finance, information systems, and accounting/tax.
Free demo (no time limit, up to 10 companies). Explore Comps, DCF, LBO, WACC on every screen. Excel export is on the paid plan.
Free Demo (No Time Limit, 10 Companies) →Capital Asset Planning is a Japanese fintech company that develops and provides front-end and back-office systems for financial institutions, including banks, securities firms, and insurance companies, focused on asset management, life planning, insurance sales processes, and wealth management. Its flagship products include the Wealth Management Workstation (WMW) integrated asset management platform, goal-based planning systems for IFAs, CRM and life planning simulation tools, and SaaS-based calculation APIs covering tax, cash flow, and inheritance planning. The company differentiates itself through the integration of financial theory and IT (FT×IT), serving clients with DX solutions powered by generative AI and supported by in-house professionals with expertise in finance, information systems, and accounting/tax.
Free demo (no time limit, up to 10 companies). Explore Comps, DCF, LBO, WACC on every screen. Excel export is on the paid plan.
Free Demo (No Time Limit, 10 Companies) →