"Tsumite Navi" is a service for corporate DC subscribers of Sompo Japan DC Securities, and is provided only in Japanese. Personal DC (iDeCo) subscribers are not eligible. In addition, it may not be available to some corporate DC subscribers. Please note.
■ Before using
・ To use the service, you need the login ID and password of the Sompo Japan DC Securities subscriber-only website "Answer Net".
・ It can be used by all customers in our corporate DC. (There are some exceptions)
■ Features
[Diagnosis] The robo-advisor diagnoses and proposes the operation type and operation product that are perfect for you.
[Execution] Enter your login ID and password only for the first time! With a tap, you can execute the procedure for changing the investment products and subscriber premiums.
[Confirmation] You can also confirm the future expected asset balance by simulation! The functions only for the app, such as management of the target asset balance and alerts, are also substantial.
■ Main functions
(1) Diagnosis and operational instructions by robo-advisor
① Risk tolerance diagnosis
By answering a few questions, you can diagnose your risk tolerance (how much operational risk you can take).
(2) Proposal of investment products based on diagnosis results
Based on the diagnosis result of the risk tolerance diagnosis, we will propose the operation type and operation product that are perfect for you.
③ Execution of operational instructions
You can select the investment product by yourself with reference to the content of the proposal and execute the investment instruction (specify / change the allocation ratio of the investment product, switching (transfer)).
④ Change the amount of matching contribution (subscriber premium)
There is an increase in subscriber premiums as a means of increasing future receipts. With plans that allow matching contribution procedures on Answernet, you can apply for a subscriber premium and change the amount. (Changes have a time limit)
(2) Various simulations
① Freshly picked simulation
You can estimate how the expected future receipt will change depending on the investment type and premium. In addition, you can manage the target asset balance by setting the target amount.
(2) Freshly picked operation results by product
You can check the operational performance of each product when you purchase the same product (funded investment) for the same amount every month for a certain period in the past. The accumulation period can be selected from 1 to 20 years.
③ Tax system merit simulation
If matching contributions are available, it is possible to estimate the tax benefits (reduction of income tax and inhabitant tax) by increasing the subscriber premium.
(3) Investment education content
We have prepared various learning contents related to asset management in DC with videos and texts. You can check and learn anytime, anywhere on your smartphone.
(4) Alert mail function
If the valuation profit / loss amount or valuation profit / loss ratio of the product you own is above or below the preset level, you will be notified by an alert in the notification column in the app.
■ Before using
・ To use the service, you need the login ID and password of the Sompo Japan DC Securities subscriber-only website "Answer Net".
・ It can be used by all customers in our corporate DC. (There are some exceptions)
■ Features
[Diagnosis] The robo-advisor diagnoses and proposes the operation type and operation product that are perfect for you.
[Execution] Enter your login ID and password only for the first time! With a tap, you can execute the procedure for changing the investment products and subscriber premiums.
[Confirmation] You can also confirm the future expected asset balance by simulation! The functions only for the app, such as management of the target asset balance and alerts, are also substantial.
■ Main functions
(1) Diagnosis and operational instructions by robo-advisor
① Risk tolerance diagnosis
By answering a few questions, you can diagnose your risk tolerance (how much operational risk you can take).
(2) Proposal of investment products based on diagnosis results
Based on the diagnosis result of the risk tolerance diagnosis, we will propose the operation type and operation product that are perfect for you.
③ Execution of operational instructions
You can select the investment product by yourself with reference to the content of the proposal and execute the investment instruction (specify / change the allocation ratio of the investment product, switching (transfer)).
④ Change the amount of matching contribution (subscriber premium)
There is an increase in subscriber premiums as a means of increasing future receipts. With plans that allow matching contribution procedures on Answernet, you can apply for a subscriber premium and change the amount. (Changes have a time limit)
(2) Various simulations
① Freshly picked simulation
You can estimate how the expected future receipt will change depending on the investment type and premium. In addition, you can manage the target asset balance by setting the target amount.
(2) Freshly picked operation results by product
You can check the operational performance of each product when you purchase the same product (funded investment) for the same amount every month for a certain period in the past. The accumulation period can be selected from 1 to 20 years.
③ Tax system merit simulation
If matching contributions are available, it is possible to estimate the tax benefits (reduction of income tax and inhabitant tax) by increasing the subscriber premium.
(3) Investment education content
We have prepared various learning contents related to asset management in DC with videos and texts. You can check and learn anytime, anywhere on your smartphone.
(4) Alert mail function
If the valuation profit / loss amount or valuation profit / loss ratio of the product you own is above or below the preset level, you will be notified by an alert in the notification column in the app.
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