The tool for wealth management advisors

Do you wish?

  • Strengthen the support for all your clients
  • Optimize the quality of your advice while ensuring regulatory compliance
  • Grow your business by maximizing the management of your activity and detecting commercial opportunities
  • Develop, if you have a distribution network, sales support tools with a customer needs approach

Reinventing wealth management

  • Consolidate all the heritage dimensions of your clients to enhance your tax, social, and estate planning advice.

  • Take advantage of powerful simulators to enhance your advice and save time with an intuitive interface.

  • Strengthen relationships with your clients, benefit from software tailored to your mobile needs, and continuously updated.

Strengthen your expertise and enhance your wealth management advice.

  • Develop an advisory approach easily with your clients by relying on comprehensive, educational, and operational heritage resources.

  • Easily access all the essential educational content to address your clients' questions, refine your advisory strategies, prepare for client meetings, and ensure impeccable documentation.

  • Automate advisory actions, whether in a proactive approach or to establish the asset management follow-up for your clients.

From account aggregation to business opportunity, a powerful wealth management CRM.

  • Develop your business activity with a management and monitoring tool for your client portfolios.

  • Create real business opportunities with automatic client alerts. Develop your regulatory processes (KYC/AML) in compliance with directives (DDA/MIF) with integrated electronic signature.

  • Save time by carrying out your subscriptions and management actions in the CRM.

Try it free for 14 days.

Try now

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