Would you like?
Support and retain your clients at every stage of their projects:
- Provision
- retirement, corporate life
- tax optimization
- business sale
- transfer
- Retain and strengthen your clients’ support across all wealth topics
- 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
Easily develop an advisory approach 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 written documents.
Automate advisory actions, whether proactively or to implement ongoing wealth monitoring for your clients.
Key points
- Easily develop an advisory approach 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 written documents.
- Automate advisory actions, whether proactively or to implement ongoing wealth monitoring for your clients.
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 line with the latest finance laws.
"Identify optimization opportunities to reduce your clients’ tax burden in line with the latest finance laws."
Reinventing wealth management
Analyze your clients’ wealth situation using powerful calculators and simulators, either globally or by specific theme:
- Tax,
- Social,
- Inheritance,
- Executive approach, etc.
- Advise and illustrate the impact of your recommendations to optimize your clients’ wealth situations.
Have an ergonomic solution that is automatically updated with the latest finance laws
Adopt the Futuris module for your employees specializing in provision, your assistant for retirement and provision.
Career reconstruction from RIS Import, provision assessment, optimization of executive compensation
