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 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
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
With the aggregation service, get a reliable consolidation of your financial assets: unify your data, enrich your portfolios with the latest repositories, and exploit them in your information systems
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
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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