Would you like?
Offer your students the chance to become familiar with the day-to-day challenges faced by Wealth Management Professionals.
- Develop their "tool proficiency" with the software most used by market participants.
- Enhance your Wealth Management curriculum with the digital support offered by Figen AI (webinars / e-learning / virtual classroom).
Reinventing wealth management
- Offer your students an expert tool for patrimonial assessments with thematic simulations.
- Train and support your students with the many thematic virtual classes offered by - - Figen AI while assessing their skills.
The reference solution for analyzing and building your financial offers
Equip your students with a solution enabling complete portfolio analysis with risk monitoring, to make tailored allocation proposals for different client profiles thanks to a rich database of over 70,000 products and 400 contracts.
- Comparison, backtesting and monitoring of portfolios over time / Life insurance, capitalization, PER, etc., with proprietary ratings and statistical indicators.
- Give them access to Quantalys model portfolios or the ability to create custom portfolios.
Strengthen expertise and enhance patrimonial advice
- Support your students so they can easily develop an advisory approach based on comprehensive, pedagogical and operational patrimonial resources.
- Give them access to all essential educational content to answer clients' questions, refine advisory strategies, prepare client meetings and ensure impeccable documentation.
