Alpha Financial Planners significantly updates asset data visualization features in Moneysol

Alpha Financial Planners Co., Ltd. announced a major update to the asset data visualization features of Moneysol, its life planning and asset management service, enabling users to view financial institution-linked asset data in greater detail. With this update, users can not only centrally check assets spread across banks, securities firms, and other financial institutions, but also understand asset details such as ordinary deposits, time deposits, investment trusts, and ETFs by account and asset type. For products such as investment trusts and ETFs, users can now also see how each product is allocated across equities, bonds, and other assets. This makes it easier to understand the risk balance of their total holdings, going beyond simple balance management. The update comes as asset building through NISA, iDeCo, investment trusts, ETFs, and similar products has become more widespread, while users’ assets are increasingly distributed across multiple financial institutions. As a result, users have had to check bank accounts, securities accounts, credit cards, investment trusts, and ETFs separately, making it difficult to grasp their overall asset situation. Investment trusts and ETFs in particular can be hard to understand from product names and balances alone, as users may not know how much is actually invested in Japanese equities, U.S. equities, bonds, gold, and other assets. To address these issues, Moneysol has strengthened its ability to organize users’ assets by account, asset type, and product based on financial institution-linked data, allowing for more intuitive confirmation. The main updates include: first, users can check all financial assets by account, including assets held across banks, securities firms, and other financial institutions. Second, users can view the contents of each account, such as ordinary deposits and time deposits in bank accounts, or investment trusts in securities accounts. Third, users can check asset allocation by product, including how investment trusts and ETFs are composed across asset classes such as equities and bonds. Fourth, linked assets are classified into 19 asset categories, including Japanese equities, foreign equities, bonds, gold, and hedge funds, enabling users to understand how their total assets are allocated. Through this update, Moneysol enables centralized management of assets spread across multiple financial institutions, balance checks by bank, securities firm, and other institutions, confirmation of asset classifications within accounts, visibility into investment trusts and ETFs, classification into 19 asset categories, confirmation of each asset’s share of total assets, and understanding of the overall risk balance. Moneysol is not merely a tool for checking asset balances. It is a service designed to help users connect their life plans with their asset situation and consider future asset building and risk management. Going forward, Moneysol will continue to support users in correctly understanding their financial situation and making decisions for the future. Moneysol is a service that integrates life planning and asset management. By linking with financial institutions, users can check asset information while understanding future income, expenses, and asset trends. Through asset visualization and life plan simulation, Moneysol helps users organize financial concerns about the future and manage their assets with greater confidence.