ベネフィット・ワン---ライフプラン設計・財産形成をサポートする「みらいプランナー」4月より提供

2018年02月15日 10:47:00
マネー
FISCO
コメント

ベネフィット・ワン<2412>は13日に、エスティライフ(本社:愛知県名古屋市)との業務提携を発表した。4月より、「ベネフィット・ステーション」の会員企業を対象に、フィンテックを活用した従業員のライフプラン設計・財産形成をサポートするサービス「みらいプランナー」の提供を開始する。
家族状況・個人資産を入力することで、家族ごとに訪れるライフイベントや生涯必要となる資金が明らかになり、自身の資産寿命を数値化することができる。個人資産を入力する際は、保険証券等書類をスマートフォンで撮影するだけで自動的にデータを取り込むことが可能。学習コンテンツが450以上用意されており、チャット形式で質問に回答する「チャットボット」機能や、ファイナンシャルプランナーに相談できるメッセージ機能を無料で利用できるとのこと。

＜MH＞

アクセスランキング

Tips

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