📊 An integrated solution that completes consultations in a single go, covering everything from retirement planning to coverage and inheritance.
🩺 Diagnosis — Asset status, retirement readiness rate, coverage analysis (importing securities and plans), and pension conversion planning.
🏛️ Pension — National, retirement, civil servant, family, and survivor pensions integrated on one screen.
💰 Asset Planning — Tax-saving accounts, annual cash flow extending to life expectancy, and life planning.
🧾 Tax & Inheritance — Comparison of three funding options for pension taxes, inheritance/gifts, and inheritance tax payments.
🏢 Designs exclusively for corporate representatives and private practitioners.
📄 Print consultation results directly as an A4 PDF report.
📮 Receive pre-consultation information via customer survey QR code.
🆕 This Update
• Calculate 1st and 2nd inheritance together with couple cross-planning.
• Whole life insurance reference premium calculator.
• Cancer treatment costs via coverage map by treatment type.
• Calculate corporate tax upon cancellation of corporate insurance.
🔒 Customer information is calculated only within the device.
I am a comprehensive financial manager who connects clients' scattered assets—including pensions, taxes, real estate, and inheritance—into one, transforms vague anxieties into numbers, and designs their life cycle together.