みらいPlanNavi

株式会社リロ・フィナンシャル・ソリューションズ

About this app

Three benefits of RELO Future PlanNavi
We provide this service free of charge to Relo Club members. You can use it for free as many times as you like, as the membership fee is paid by the company or organization you work for.

At RELO Mirai PlanNavi, we deliver accurate financial knowledge and useful information by leveraging our extensive experience and track record of holding approximately 700 seminars a year and providing FP consultations to approximately 5,000 people.
We also have a wide range of tools to help you manage your household finances, so you can choose the service that's right for you.

RELO FP consultations support life planning with an eye to the era of 100-year lifespans by requiring participating FPs to create a "cash flow table" that "visualizes" their household finances 50 years from now. Doing.
Before starting asset building such as corporate defined contribution pension plans, iDeCo, NISA, etc., we recommend that you first create a cash flow table and check your risk tolerance before selecting an investment product. I am.

What’s new

API レベル 33以上に対応いたしました。