Do you want to?
Support and retain your clients at every stage of their projects
- Welfare/insurance
- retirement
- business life
- tax optimization
- business transfer/sale
- succession/transfer.
- Retain and strengthen the support you provide to your clients across all wealth management topics
- Calculations
- account statements
- reports
Strengthen your expertise and showcase your wealth advisory
Develop an advisory approach easily with your clients by relying on comprehensive, educational and operational wealth resources.
Easily access all the essential educational content to answer your clients’ questions, refine your advisory strategies, prepare client meetings and ensure flawless written documents.
Automate advisory actions, whether proactively or to implement your clients’ wealth monitoring.
Your tax advisor assistant
Electronically file your clients’ forms directly with all e-filing partners
2042, 2044, 2074, 2047, IFI, 2072, etc.
Support your clients with their tax returns and retain them with pre-filled, detailed declarations.
Identify optimization opportunities to reduce your clients’ tax burden in accordance with the latest finance laws.
Reinvent wealth management
- Tax, social, inheritance, executive approach, etc.
- Advise and illustrate the impact of your recommendations to optimize your clients’ wealth situations.
- Have an ergonomic solution automatically updated with the latest finance laws.
- Adopt the Futuris module for your staff specialized in welfare/insurance, your assistant for retirement and welfare.
- Career reconstruction from RIS import, welfare assessment, optimization of executive compensation.
