A strong ally for inheritance business and business succession business.
This is a simulation system for inheritance diagnosis that enables the automation of pre-consultation services for inheritance and succession, significantly improving office efficiency and facilitating work style reform. Not only does it shorten the time previously required to create proposals related to inheritance, but it also assists in producing higher quality documents. From Hokkaido to Okinawa, it is widely used by customers who are struggling with inheritance and business succession, aiming to achieve a smooth inheritance. [Features] ■ Dramatic improvement in work efficiency ■ Realization of smooth inheritance ■ Standardization of proposals ■ Reduction of the burden on inheritance consulting services *For more details, please download the PDF or feel free to contact us.
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basic information
【Capabilities】 ■ Equipped with a simple status report creation feature. Takes only 5 minutes of work. ■ Includes a customer needs analysis feature. Automatically extracts issues and solutions. ■ Many simulation features included. Easily predicts the future with automation. ■ Eight types of automatic report creation features included. Quality that requires no editing. ■ Many convenient features included. Effectively supports business efficiency. *For more details, please download the PDF or feel free to contact us.
Price information
200,000 yen per year.
Price range
P3
Delivery Time
P3
Applications/Examples of results
【For such concerns】 ■ Even after hearing about the customer's asset situation, it's not immediately clear what the inheritance issues or solutions are. ■ The level of knowledge varies by representative, leading to differences in the quality of proposals. ■ While assets can be managed with tax software, proposals must be created independently, causing difficulties. ■ Inheritance consulting requires a lot of time, making it hard to integrate within the company. *For more details, please download the PDF or feel free to contact us.
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Company information
Our company develops and sells support systems that assist in sales related to inheritance, business succession tools, corporate analysis tools, and more. Through our sales support system, we provide solutions that enhance the efficiency of administrative tasks and improve proposal capabilities in consulting for clients such as financial institutions, tax advisory firms, and consulting companies. Our policy is to contribute to achieving smooth succession in inheritance and business succession. Please feel free to contact us if you have any inquiries.