| Company name | Group | Parent | Subsidiary | Customer | Supplier | Alliance | Bank | Shareholder |
|---|---|---|---|---|---|---|---|---|
|
|
||||||||
|
|
||||||||
| SoftBI社 | ||||||||
|
|
||||||||
|
|
||||||||
|
|
Established in Chuo-ku, Osaka City, for the purpose of developing commissioned software and package software for financial retailing
Founded Capital Asset Planning Inc. in Chuo Ward, Osaka City, for commissioned development of financial retail software and package software
Founded Capital Asset Planning Inc. in Chuo Ward, Osaka City
Order development of FP System (Life Planning Simulation) from a foreign insurance company
Order development of needs analysis software and sales front-end systems (corporate risk management, life planning, design and application forms systems) from major insurance companies
Developed needs analysis software and sales front-end system on order from major insurance companies
Opened Tokyo Office in Chiyoda-ku, Tokyo
Contracted development of sales front-end system for non-life insurance agents (needs analysis, design and application forms systems)
Contracted development of sales front-end system for non-life insurance agents
Becoming a certified educational institution of the Japan FP Association
Certified as a fund evaluation company by the Investment Trusts Association
Becoming a certified educational institution of the Japan FP Association and certified investment trust evaluation company
Becoming a certified educational institution of the Japan Financial Planners Association and recognized as a fund evaluation company by the Investment Trust Association
Contracted development of a Web site for defined contribution pension plans from a major bank
Development of CAP Library
Order development of sales support system (SMA Front System) from a major securities company
Contracted development of sales support system (SMA front-end system) from a major securities company
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
Started development of Financial Center Pro
Adoption of Financial Center Pro as a sales support system at a major securities company
Wealth Manager (Senior Retirement Planning Package Software)
Development and delivery of investment policy statement creation, asset allocation, and individual trust selection systems for high-net-worth individuals
Adopted Financial Center Pro as a sales support system at a major securities company
Adopting 'Financial Center Pro' as a sales support system at a major securities company and developing and delivering products such as 'Wealth Manager'
Contracted development of design and application forms systems for multiple life insurance companies via joint gateway, following the full deregulation of bank counter sales of life insurance companies
Obtained certification for Information Security Management System (ISMS) (ISO/IEC 27001:2005/JIS Q 27001:2006)
Full-scale deregulation of bank counter sales for life insurance companies, commissioned development of design documents and application form systems for multiple life insurance companies' bank counter sales
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 certification for the Information Security Management System (ISMS)
Started providing Wealth Management Workstation (WMW), an integrated asset management system, for accounting firms, independent financial planners, and private bankers
Started offering the integrated asset management system Wealth Management Workstation (WMW) for accounting firms, independent financial planners, and private bankers
Launch of integrated asset management system "Wealth Management Workstation" (WMW)
Received order for comprehensive front-end system of life insurance company from major insurance company
Obtained certification for quality management system (ISO 9001:2008/JIS Q 9001:2008)
Order received for comprehensive front-end system for life insurance companies and certification of quality management system
Established a donation course at Hitotsubashi University Graduate School of International Corporate Strategy
Established a donation course at Hitotsubashi University Graduate School
Founded a practical research group for family office
Established "Family Office Practical Research Group"
Obtained certification for information security management system (ISMS) (revised standard) (ISO/IEC 27001:2013/JIS Q 27001:2014)
Obtained certification for Information Security Management System (ISMS) (revised standards) (ISO/IEC 27001:2013/JIS Q 27001:2014)
Certification of Information Security Management System (ISMS) (standard revision)
Obtained add-on certification for personal information protection management system (PIMS) (JIS Q 15001:2006)
Certification of Personal Information Protection Management System (PIMS)
Opened Jinbocho Office in Chiyoda Ward, Tokyo
Opened Jinbocho Office
Listed on Tokyo Stock Exchange JASDAQ Market
Listed on Tokyo Stock Exchange JASDAQ Market
Obtained certification for quality management system (revised standard) (ISO 9001:2015/JIS Q 9001:2015)
Obtained certification for Quality Management System (revised standards) (ISO 9001:2015/JIS Q 9001:2015)
Certification of Quality Management System (standard revision)
Opened Fukuoka Office in Hakata-ku, Fukuoka City, Fukuoka Prefecture
Relocated Tokyo Office to Shinagawa Season Terrace, Minato Ward, Tokyo
Relocated Tokyo Office to Shinagawa Seasons Terrace
Relocated Tokyo office to Shinagawa Season Terrace, Minato City, Tokyo
Entered capital and business alliance with Inform Corporation
Provided new customer center system for life insurance companies utilizing cloud technology
Started joint development of comprehensive asset formation advice system in partnership with Money Forward Inc.
Changed market to Second Section of Tokyo Stock Exchange
Formed a business alliance with Money Forward Inc. and started joint development of asset formation advice system
Changed market to Tokyo Stock Exchange Second Section
Entered into a business alliance with Money Forward Inc. to jointly develop an asset formation advice system, and changed the market to the Second Section of the Tokyo Stock Exchange
Acquired shares of Inform Corporation and made it a consolidated subsidiary
Entered capital and business alliance with Aoyama Property Networks Inc.
Designated on First Section of Tokyo Stock Exchange
Designated on Tokyo Stock Exchange First Section
Designated as a First Section of the Tokyo Stock Exchange
Moved to Standard Market following review of market classification by Tokyo Stock Exchange
Moved to Standard Market following review of Tokyo Stock Exchange market classification
Integrated Jinbocho Office into Tokyo Office
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
Visited by FPSB CEO and 12 overseas FP organization representatives
Established a 100% subsidiary, Wealth Engine Inc., to develop multi-client family office business
Established subsidiary "Wealth Engine Inc."
Established a subsidiary, 'Wealth Engine Inc.', to develop a multi-client family office business
Business alliance with Taiwanese fintech company SoftBI
Established a donation course at the Graduate School of Economics, University of Tokyo
Established donation course at University of Tokyo Graduate School of Economics, Yanagawa Laboratory
Business alliance with startup Elith, developed by the Matsuo Laboratory at the University of Tokyo
Commercialized the document checking service using generative AI, LibelliS®
Commercialized AI-powered document review service "LibelliS®"
Established Trust Engine Inc. jointly with Taiwanese fintech company SoftBI
Established Trust Engine Inc. as a joint venture with Taiwanese fintech company SoftBI
Launched a next-generation training course for family business / family office at Keio University Graduate School of Business Administration
Established a donation course at Osaka University Graduate School of Economics
Offering a next-generation training course for family business / family office at Keio University Graduate School of Business
Capital Asset Planning Inc. exhibited at the FIT2026 Financial International Information Technology Exhibition held on October 15 and 16. In the seminar, we introduced the Adaptive WealthTech platform incorporating generative AI and next‑generation WealthTech that supports valuation of unlisted shares, and displayed TrustEngines, Dr.Stock, and WealthManagementWorkstation (WMW) at the exhibition booth.
Capital Asset Planning Inc. is launching the 8th Family Business/Family Office Next Generation Training Course at Keio University Graduate School of Business, with President Kitayama scheduled to speak. The course runs from September 30 to January, with industry leaders giving lectures at each session.
The WMW User Meeting will be held at The Prince Park Tower Tokyo on October 30, 2026. It will feature a presentation by company representative Mr. Kitayama and a talk by a guest speaker. Participation is free.
Capital Asset Planning, Inc. will exhibit and hold a presentation seminar at FIT2026, the Financial International Technology Exhibition, introducing solutions that support financial retail operations. The seminar will take place on October 15 from 14:00 to 14:40, when President and CEO Masakazu Kitayama will present an IFA platform under the title “A New Era Opened by Adaptive WealthTech.” The company will also introduce its efforts to improve services at the exhibition at Tokyo International Forum and invites visitors to attend.
Capital Asset Planning Co., Ltd. held the 25th WMW User Meeting to discuss industry growth and case studies.
Capital Asset Planning Co., Ltd.'s interview video and transcript article were published on Logmi Finance, introducing the company's overview and future growth prospects.
On February 20, 2026, at The Prince Park Tower Tokyo, a user meeting for Wealth Management Workstation will be held, featuring lectures and case studies.
Capital Asset Planning Co., Ltd. has launched a donation course at Osaka University on the challenges of establishing a nation of asset management and the roles of players, with President Masakazu Kitayama also participating.
The company was recognized for generating significant revenue from financial services and fintech businesses, and being the only domestic company to be ranked.