Would you like to?
- Optimize the quality of your advice while fully complying with regulatory requirements
- Optimize the management of your business
- Have tools that are suitable and compliant for your activities
- Save time and monitor the performance of your advice: financial analysis, account statements, reports
Reinventing wealth management
Consolidate all aspects of your clients' wealth to enhance your tax, social and inheritance advice.
- Benefit from powerful simulators to showcase 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 adapted to your mobile use and continuously updated.
The multi-service digital platform for products
- Design your products
- Conduct the online tender with 20 counterparties
- Benefit from a unique tracking and reporting tool
- Monitor your structured products over time
A powerful wealth CRM to manage your business and client follow-up
- Grow your business with a management and oversight 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.
- Build your regulatory journeys (KYC / AML/CFT) in compliance with directives (IDD / MiFID) with integrated electronic signature.
