Wealth management

The wealth management benchmark solution to strengthen your expertise and enhance your advice

A single tool with all wealth management topics to support your clients at every stage of their lives

Wealth management screenshot

Wealth analysis

Support your clients by carrying out global or thematic wealth studies (real estate, insurance, taxation, retirement, pension, transmission, specific solutions for managers, package of Civil Property Company - SCI) is automatically updated to deal with all situations in a complete and reliable manner

Quickly and simply simulate the impact of your recommendations to highlight your added value

Materialise your advice with high quality personalised reports

Wealth strategies

Easily develop an advisory approach based on comprehensive, educational and operational wealth management resources

Refine your advisory strategies, prepare your client meetings and deliver impeccable writings

Automate your advisory actions, whether in a proactive approach or to set up the patrimonial follow-up of your clients

Wealth management screenshot
Wealth management screenshot

Investment proposal and suitability

Submit the financial tools knowledge questionnaire to the client and determine his risk profile

Propose investments adapted to the client's profile while respecting the regulations and the suitability requirements

Take advantage of an updated investor profile and make a commercial proposal as an alternative to the Euro fund

French taxation

Adopt the benchmark solution for tax returns and calculations: 2042, 2044, 2047 (income received abroad), 2072 (SCI), 2074 (capital gains), 3916 (accounts opened outside France), IFI

Accurately and reliably calculate your clients' taxes while simplifying the input of complex returns

Take advantage of powerful analysis tools to anticipate changes in your client's tax situation over time, and enhance the value of your advice

Accompany your clients in the process of electronic filing with ease

Wealth management screenshot
Wealth management screenshot

Distributor simulators

Provide your clients or advisors with educational simulators to highlight the areas of advice

Carry out pricing or simulation on your products (pension, life insurance, credit, retirement, etc.)

Simplify your customised courses time to market by using our APIs which include all the functionalities of our simulators

 

Security is at heart of our approach as a a software provider
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