Tsumitate Navi+ is a tool that helps you select investment products and build your assets with robo-advisor functions.
Using Tsumitate Navi+, even those who are not familiar with investments can start making investments suitable for them.

◆Tsumitate Navi+ has the following four menus.(Click on the link to jump to the corresponding section of this page.)

Discover investment products suitable for you.

A robo-advisor provides an assessment of your investment type based on your answers and suggests investment products or a combination of products suitable for you.

Model Portfolio Construction and Assessment of Risk Tolerance Level Using a Robo-Advisor

A “robo-advisor” offers a “one-stop service” that enables you to execute the procedures for selecting and changing investment products by referring to the robo-advisor's suggestion on investment types and investment products.

Examine participant contributions (employee matching contribution).

If employee matching contribution is available, you can apply for and change participant contributions.*
By entering your annual income and the participant contribution amount, you can also check tax benefits from employee matching contribution.

• Available only to those who can apply for and change participant contributions on the AnswerNet (web service for participants) and the AnswerCenter (call center for participants).

Check your predicted DC benefit amount.

You can simulate the predicted benefit amount when reviewing contribution amount and/or asset allocations.
If employee matching contribution is available, you can also simulate tax benefits.

Check your investment performance results.

You can check how much your assets would have been worth if you had continued to purchase the same investment product at a fixed amount every month for a certain period of time in the past.

The images above are examples only and subject to change in the future.

資産サ-202401-09