Support and retain your clients at every stage of their projects: Insurance, retirement, business life, tax optimization, business transfer, inheritance.
Retain and strengthen the support for your clients on all wealth management topics. Save time: Calculations, account statements, reports.
Diversify and develop your wealth management activity with a powerful, accessible solution tailored to your needs.
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 written communications.
Automate advisory actions, whether in a proactive approach or to implement the wealth management follow-up for your clients.
Directly e-file your clients' forms 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 and detailed declarations.
Identify optimization opportunities to reduce your clients' tax burden in accordance with the latest finance laws.
Analyze your clients' wealth situation using powerful calculators and simulators, either globally or by specific themes: tax, social, inheritance, management approach, etc.
Advise and illustrate the impact of your recommendations to optimize your clients' wealth situations.
Have an ergonomic solution that is automatically updated with the latest finance laws. Adopt the Futuris module for your specialized employees in insurance, your assistant for retirement and insurance.
Career reconstruction based on RIS Import, insurance assessment, optimization of management compensation.
