The tool for accountants

Do you want to?

• Support and retain your clients at every stage of their projects: risk protection, retirement, business life, tax optimization, business sale, succession.
• Build loyalty and strengthen support for your clients on all wealth management topics
  Save time: calculations, account statements, reports.
• Diversify and grow your wealth management business with a powerful, accessible solution tailored to your needs.

Strengthen your expertise and showcase your wealth advisory

• Develop an advisory approach easily 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 documentation.
• Automate advisory actions, whether proactively or to set up your clients' wealth monitoring.

Your tax advisor assistant

• Electronically file your clients' forms directly with all e-filing partners
  2042, 2044, 2074, 2047, IFI, 2072, etc.
• Support your clients with their tax returns and retain them with prefilled and detailed declarations.
• Identify optimization opportunities to reduce your clients' tax burden in accordance with the latest finance laws.

"Identify optimization opportunities to reduce your clients' tax burden in accordance with the latest finance laws."

Reinventing wealth management

• Analyze your clients' wealth situations 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 employees specialized in risk protection, your assistant on retirement and risk protection.
• Reconstruct careers from RIS import, risk protection assessment, optimize executive compensation.