Would you like?
- Support and retain your clients at every stage of their projects: contingency planning, retirement, business life, tax optimization, business sale, succession.
- Retain and strengthen your clients' support across all wealth-related topics
Save time: calculations, account statements, reports. -
Objective
Diversify and grow your wealth management activity with a powerful, accessible solution adapted to your needs.
Strengthen your expertise and showcase your wealth advisory
- Easily develop an advisory approach 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 impeccable written documents.
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Automation
Automate advisory actions, whether proactively or to set up ongoing wealth monitoring for your clients.
Your tax advisor assistant
Electronically file your clients' forms directly with all e-filing partners
Forms
2042, 2044, 2074, 2047, IFI, 2072, etc.
Support your clients with their tax returns and retain them with prefilled and detailed declarations.
Reinventing wealth management
- Analyze your clients' wealth situation using powerful calculators and simulators, globally or by specific topic: 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 colleagues specializing in contingency planning, your assistant for retirement and contingency. - Career reconstruction from RIS import, contingency assessment, optimization of the executive's compensation.
