| 1990-04-16 |
Established in Chuo Ward, Osaka City, for the purpose of developing commissioned software and package software for financial retail |
| 1990-04-16 |
Founded Capital Asset Planning Inc. in Chuo Ward, Osaka City, for commissioned development of financial retail software and package software |
| 1990-04-16 |
Founded Capital Asset Planning Inc. in Chuo Ward, Osaka City |
| 1990-08 |
Order development of FP System (Life Planning Simulation) from a foreign insurance company |
| 1993-11 |
Order development of needs analysis software and sales front-end systems (corporate risk management, life planning, design and application forms systems) from a major insurance company |
| 1993-11 |
Developed needs analysis software and sales front-end system on order from major insurance companies |
| 1996-09 |
Opened Tokyo Office in Chiyoda Ward, Tokyo |
| 1996-10 |
Contracted development of sales front-end system (needs analysis, design, and application forms systems) for non-life insurance agents |
| 1996-10 |
Contract development of sales front-end system for non-life insurance agents |
| 1998 |
Becoming a certified educational institution of the Japan Financial Planning Association |
| 1998 |
Certified as a fund evaluation company by the Investment Trusts Association |
| 1998 |
Becoming an accredited educational institution of the Japan FP Association and certified investment trust evaluation company |
| 1998 |
Becoming a certified educational institution of the Japan FP Association and certified as a fund evaluation company by the Investment Trust Association |
| 2000-08 |
Contracted development of a defined contribution pension website from a major bank |
| 2003-05 |
Development of CAP Library |
| 2005-06 |
Order development of sales support system (SMA Front System) from a major securities company |
| 2005-06 |
Contract development of sales support system (SMA front-end system) for major securities companies |
| 2006-06 |
Development of Financial Center Pro (Financial Consulting Integration Tool). An integrated tool equipped with communication systems from customer needs analysis to recommendations, life planning, asset allocation, and product proposal functions. Deployed as a sales support system for individual pension insurance and investment trusts for major banks and securities companies |
| 2006-06 |
Started development of Financial Center Pro |
| 2007-03 |
Financial Center Pro adopted as a sales support system at a major securities company |
| 2007-03 |
Wealth Manager (Senior Retirement Planning Package Software) |
| 2007-03 |
Development and delivery of investment policy statements, asset allocation, and individual trust selection systems for high-net-worth individuals |
| 2007-03 |
Adopted Financial Center Pro as a sales support system at a major securities company |
| 2007-03 |
Adopting 'Financial Center Pro' as a sales support system at a major securities company and developing and delivering 'Wealth Manager' and other products |
| 2007-12 |
Contracted development of design and application forms systems for multiple life insurance companies via joint gateway, following the full deregulation of bank window sales of life insurance companies |
| 2007-12 |
Obtained certification for Information Security Management System (ISMS) (ISO/IEC 27001:2005/JIS Q 27001:2006) |
| 2007-12 |
Development of design documents and application system for bank counter sales of multiple life insurance companies following the full deregulation of bank counter sales of life insurance companies |
| 2007-12 |
Developed a system for bank counter sales design and application forms for multiple life insurance companies in response to the full deregulation of bank counter sales by life insurance companies, and obtained ISO/IEC 27001 certification for information security management systems (ISMS) |
| 2009-11 |
Started providing Wealth Management Workstation (WMW), an integrated asset management system, for accounting firms, independent financial planners, and private bankers |
| 2009-11 |
Started offering the integrated asset management system Wealth Management Workstation (WMW) for accounting firms, independent financial planners, and private bankers |
| 2009-11 |
Launch of integrated asset management system "Wealth Management Workstation" (WMW) |
| 2010-03 |
Received order for comprehensive front-end system of life insurance company from major insurance company |
| 2010-03 |
Obtained certification for quality management system (ISO 9001:2008/JIS Q 9001:2008) |
| 2010-03 |
Order received for comprehensive front-end system for life insurance companies and certification of quality management system |
| 2012-04 |
Established a donation course at Hitotsubashi University Graduate School of International Corporate Strategy |
| 2012-04 |
Established a donation course at Hitotsubashi University Graduate School |
| 2012-07 |
Founded a practical research group for family office |
| 2012-07 |
Established "Family Office Practical Research Group" |
| 2014-12 |
Obtained certification for information security management system (ISMS) (revised standard) (ISO/IEC 27001:2013/JIS Q 27001:2014) |
| 2014-12 |
Obtained certification for Information Security Management System (ISMS) (revised standards) (ISO/IEC 27001:2013/JIS Q 27001:2014) |
| 2014-12 |
Certification of Information Security Management System (ISMS) (standard revision) |
| 2016-01 |
Obtained add-on certification for personal information protection management system (PIMS) (JIS Q 15001:2006) |
| 2016-01 |
Certification of Personal Information Protection Management System (PIMS) |
| 2016-04 |
Opened Jinbocho Office in Chiyoda Ward, Tokyo |
| 2016-04 |
Opened Jinbocho Office |
| 2016-10 |
Listed on Tokyo Stock Exchange JASDAQ Market |
| 2016-10 |
Listed on Tokyo Stock Exchange JASDAQ Market |
| 2016-12 |
Obtained certification for quality management system (revised standard) (ISO 9001:2015/JIS Q 9001:2015) |
| 2016-12 |
Obtained certification for Quality Management System (revised standards) (ISO 9001:2015/JIS Q 9001:2015) |
| 2016-12 |
Certification of Quality Management System (standard revision) |
| 2017-04 |
Opened Fukuoka Office in Hakata Ward, Fukuoka City |
| 2017-12 |
Relocated Tokyo Office to Shinagawa Season Terrace, Minato Ward, Tokyo |
| 2017-12 |
Relocated Tokyo Office to Shinagawa Seasons Terrace |
| 2017-12 |
Relocated Tokyo office to Shinagawa Season Terrace, Minato-ku, Tokyo |
| 2018-04 |
Entered capital and business alliance with Inform Corporation |
| 2018-08 |
Provided new customer center system for life insurance companies utilizing cloud technology |
| 2018-09 |
Started joint development of comprehensive asset formation advice system in partnership with Money Forward Inc. |
| 2018-09 |
Changed market to Second Section of Tokyo Stock Exchange |
| 2018-09 |
Formed a business alliance with Money Forward Inc. and started joint development of asset formation advice system |
| 2018-09 |
Changed market to Tokyo Stock Exchange Second Section |
| 2018-09 |
Formed a business alliance with Money Forward Inc. to jointly develop an asset formation advice system and changed the market to the Tokyo Stock Exchange Second Section |
| 2019-01 |
Acquired shares of Inform Corporation and made it a consolidated subsidiary |
| 2019-02 |
Entered capital and business alliance with Aoyama Property Networks Inc. |
| 2020-12 |
Designated on First Section of Tokyo Stock Exchange |
| 2020-12 |
Designated on Tokyo Stock Exchange First Section |
| 2020-12 |
Designated to the First Section of the Tokyo Stock Exchange |
| 2022-04 |
Moved to Standard Market following review of market classification of Tokyo Stock Exchange |
| 2022-04 |
Moved to Standard Market following review of Tokyo Stock Exchange market classification |
| 2022-05 |
Integrated Jinbocho Office into Tokyo Office |
| 2023-07 |
CEO of FPSB (Financial Planning Standards Board Ltd.: a non-profit organization established to make CFP certification a trusted global license) and 12 overseas FP organization representatives visited |
| 2023-07 |
Visited by CEO of FPSB and 12 overseas FP organization representatives |
| 2024-06 |
Established a 100% subsidiary, Wealth Engine Inc., to develop multi-client family office business |
| 2024-06 |
Established subsidiary "Wealth Engine Inc." |
| 2024-06 |
Established a subsidiary, Wealth Engine Inc., to develop a multi-client family office business |
| 2024-08 |
Business alliance with Taiwanese fintech company SoftBI |
| 2024-10 |
Established a donation course at the Graduate School of Economics, University of Tokyo |
| 2024-10 |
Established donation course at University of Tokyo Graduate School of Economics, Yanagawa Laboratory |
| 2024-12 |
Business alliance with startup Elith, developed by the Yanagawa Laboratory at the University of Tokyo Graduate School of Economics and Matsuo Laboratory |
| 2025-05 |
Commercialized document review service using generative AI, LibelliS® |
| 2025-05 |
Commercialized AI-powered document review service "LibelliS®" |
| 2025-06 |
Established Trust Engine Inc. jointly with Taiwanese fintech company SoftBI |
| 2025-06 |
Established Trust Engine Inc. as a joint venture with Taiwanese fintech company SoftBI |
| 2025-10 |
Launched a next-generation training course for family business/family office at Keio University Graduate School of Business Administration |
| 2025-10 |
Established a donation course at Osaka University Graduate School of Economics |
| 2025-10 |
Holding a next-generation training course for family business / family office at Keio University Graduate School of Business |
