FP Partner (7388) · InitiativeAdvanced
Development of a consulting tool to visualize household cash flows
First written in FY2022. 1 of 2 entries say "Advanced", first in FY2023. Latest entry: FY2023.
2entries
2years
0from disclosures
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Development of a consulting tool to visualize household cash flowsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind
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- FY2023AdvancedAnnual report
「Using マネーカルテ, a financial planning tool installed in Hyper Agent, we visualize customers’ life events and lifetime cash flows, enabling more precise financial planning.」
The consulting tool for visualizing household cash flows has progressed from a development plan to actual use in customer meetings. - FY2022First statedAnnual report
「Development of a consulting tool for financial planning that calculates and visualizes detailed household cash flows based on each customer’s asset position and prepares materials for considering the necessary means of financial preparation」
The company has identified development of a tool that analyzes and visualizes household finances based on customers’ asset positions and prepares proposal materials on means of financial preparation as a use of funds.