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MILIZE Inc. is pleased to announce that from July 1, 2025, the company’s cloud-based life plan simulation tool “milize Pro,” which supports the work of financial planners (FPs), IFAs, and insurance agents, will be equipped with a new function, “AI Advice Function Beta Version,” which automatically generates practical advice that looks from the present to the future based on each customer’s financial characteristics and life plan. With this new function, users will be able to efficiently make high-quality proposals that take into account each customer’s financial characteristics and future challenges.
“milize Pro” is a high-quality cloud-based life plan simulation tool for financial planners that is equipped with a large amount of Milize big data. In addition to estimating life plans and required insurance amounts, it offers a wide range of functions necessary for FP work, such as investment simulations and mortgage advance calculations.
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In recent years, in the financial advisory industry, in addition to the diversification of customer needs, issues have become apparent in the communication between advisors, such as “how can I explain things to my customers so they understand?” and “it’s difficult to convey specialized content in a short amount of time.” We have been developing this function to address these issues.
SOURCE: PRTimes
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