Would you like?
- Strengthen the support provided to all your clients
- Optimize the quality of your advice while fully complying with regulatory requirements,
- Grow your business by maximizing the management of your activity and identifying commercial opportunities
- Develop, if you have a distribution network, sales support tools with a client-needs approach
Reinvent wealth management
- Consolidate all of your clients' wealth dimensions to enhance your tax, social and inheritance advice.
- Benefit from powerful simulators to showcase your advice and save time with an intuitive interface.
- Strengthen relationships with your clients by using software adapted to your mobile needs and continuously updated
Strengthen your expertise and showcase your wealth advisory
- Develop an advisory approach easily with your clientele 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 impeccable documentation.
- Automate advisory actions, whether proactively or to set up ongoing wealth follow-up for your clients.
From account aggregation to commercial opportunity, a powerful wealth CRM
- Grow your commercial activity with a tool for managing and steering your client portfolios.
- Create real commercial opportunities with automatic client alerts
Regulatory compliance
Develop your regulatory journeys (KYC / AML) in compliance with directives (IDD / MiFID) with integrated electronic signature.
- Save time by completing your subscriptions and management actions within the CRM
