The benchmark software in wealth management
Support your clients by conducting comprehensive or thematic wealth management studies
Tax, social security, inheritance, executive products, etc.
Leverage an automatically updated tool to handle all scenarios comprehensively and safely
Quickly and easily simulate the impact of your recommendations to highlight your added value
Reflect your advice with high-quality personalized reports
Improving this process will enable our team of Pensions experts to concentrate on our core business – expertise and checking rights accrued – as well as responding to our customers’ concerns on a complex and anxiety-inducing subject. The new features of the Harvest software guarantee synchronization with the changing data from the pension funds.
The advantages of Big
High value-added personalized advice for all your clients
Big adapts to your uses, whether simple or comprehensive
Easy and quick to get started
Ties in with your ecosystem: your information system, Patrithèque, O2S, MoneyPitch