Would you like to?
- Strengthen the quality of your advice and optimize the qualification of your prospects
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Meet your regulatory obligations with secure monitoring and traceability of communications
- Improve your NPS with products designed for clients
From account aggregation to commercial opportunity with a powerful wealth-management CRM
From account aggregation to commercial opportunity with a powerful wealth-management CRM
- Have a CRM that integrates risk control and regulatory management
- Produce commercial and regulatory management reports
- Automatically aggregate accounts/contracts and analyze the performance of your clients' portfolios
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"Offer your clients a portal with a 360° view of their assets"
— Wealth-management CRM
Reinvent wealth management
- Adopt a powerful wealth-management software, available on the go and updated automatically to communicate with your clients.
- Strengthen the client relationship by understanding their issues and projects, and gain productivity
- Calculate the impacts of your advice for your clients.
