The heritage suite for family offices

Do you wish?

  • Optimize the quality of your advice in full regulatory compliance
  • Optimize the management of your activity
  • Have suitable and compliant tools for your activities
  • Save time and monitor the performance of your advice: financial analysis, account statements, reports

Reinventing wealth management

  • Consolidate all the wealth dimensions of your clients to enhance your tax, social, and estate planning advice.

  • Take advantage of powerful simulators to enhance your advice and save time with an intuitive interface.

  • Advise and illustrate the impact of your recommendations to optimize your clients' wealth situations.

  • Strengthen relationships with your clients, benefit from software tailored to your mobile needs, and continuously updated.

Try it free for 14 days.

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The multi-service digital platform for products

  • Develop your products
  • Conduct the online call for tenders with 20 counterparts
  • Benefit from a unique tracking and reporting tool
  • Monitor your structured products over time

A powerful wealth management CRM to drive your business and customer follow-up.

  • Develop your business with a management and monitoring tool for your client portfolios.
  • Automatically aggregate accounts and contracts, and analyze the performance of your clients' portfolios.
  • Offer your clients a portal with a 360° view of their assets.
  • Create your regulatory pathways (KYC/AML) in compliance with directives (DDA/MIF) with integrated electronic signature.