DCのサプリ

by IFIS Japan Ltd.


Finance

free



DC Supplement is a robot advisor service that provides reference information on asset management for defined contribution pension plans (DC), and supports your DC management.In addition to being able to easily check the DC operation status from a smartphone, by answering a few questions, we will simulate the target yield and provide an example of asset allocation according to the target yield.* This application is a smartphone application for the following subscribers who are entrusted with the operation and management of the defined contribution pension plan by Dai-ichi Life.・Corporate type DC subscribers and operation instructions of companies that have signed a contract to use this application・Individual-type defined contribution pension plan (iDeCo) subscribers and investment instructions who have selected Miraideco and V Plan α---------------------------------[Features of DC supplements]■ Operation status can be easily checked from the app■ Simulate the target yield according to the content of the question answer, and exemplify the asset allocation according to the target yield■Procedures such as allocation changes can be implemented smoothly■ Notifications will be sent at the timing according to each individuals operation status[Main functions of DC supplement]■ Confirmation of operation statusJust tap the app to check the latest operation status.■Two types of operation diagnosis(1) Risk tolerance diagnosisAfter answering a few simple questions, your risk tolerance will be determined, your target yield will be clarified in line with your risk tolerance, and an example of asset allocation will be provided according to that target yield.(2) Goal approach diagnosisThe target amount for DC is set in advance, the target yield required to reach the target amount is clarified, and the asset allocation according to the target yield is illustrated.■ Allocation change procedures based on operation diagnosis resultsFrom the operation diagnosis result screen, you can proceed to the allocation change procedure screen of the operation management institution.■ Various notificationsVarious notifications about DC will be notified to your smartphone at the appropriate time according to the operation status of each person.[Operation confirmed environment]Android7.0 or higher【please note】・When logging in, you will need your subscriber account number and password.・The menu that can be used by the investment instruction person is limited to some functions.