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