Do you wish?

• Strengthen the quality of your advice and optimize the qualification of your prospects
• Meet your regulatory obligations with secure monitoring and traceability of exchanges
• Accelerate your digital transformation
• Improve your NPS with products designed for customers

From account aggregation to business opportunity with a powerful wealth management CRM

• Have a CRM that integrates risk control and regulatory management
• Generate commercial and regulatory management reports
• Automatically aggregate accounts/contracts and analyze the performance of your clients' portfolios
• Offer your clients a portal with a 360° view of their assets

Reinventing wealth management

• Adopt a powerful wealth management software, available on the go and automatically updated to communicate with your clients.
• Strengthen the client relationship by understanding their challenges and projects, and gain in productivity.
• Calculate the impacts of your advice on your clients.

Try it free for 14 days.

Try now

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