The educational tool for schools & universities

Do you wish?

  • Encourage your students to familiarize themselves with the daily challenges faced by Heritage Professionals.
  • Develop their "tool mastery" of the software most commonly used by all market players.
  • Enhance your Wealth Management curriculum with the digital support offered by Figen AI (webinars / e-learning / virtual classes).

Reinventing wealth management

  • Offer your students an expert tool for wealth assessments with thematic simulations.
  • Transform your students into operational graduates for the job market with the Figen AI certification.
  • Train and support your students with the numerous thematic virtual classes offered by Figen AI while assessing their skills.

Try it free for 14 days.

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The reference solution for analyzing and building your financial offers.

  • Equip your students with a solution that allows for comprehensive portfolio analysis with risk monitoring, and to make allocation proposals tailored to different client profiles thanks to a rich database of over 70,000 products and 400 contracts.

  • Comparison, backtesting, and tracking of portfolios over time / Life insurance, Capitalization, PER, etc., with proprietary ratings and statistical indicators.

  • Provide them access to Quantalys model portfolios or the ability to create customized portfolios.

Strengthen your expertise and enhance your wealth management advice.

  • Support your students in easily developing a consulting approach by relying on comprehensive, educational, and operational heritage resources.
  • Provide them with access to all the essential educational content needed to address client inquiries, refine consulting strategies, prepare client meetings, and ensure impeccable written communications.