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.

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

Investment proposal and suitability
Submit the financial tools knowledge questionnaire to the client and determine his risk profile, and propose investments adapted to the client's profile while respecting the regulations and the suitability requirements.

Distributor simulators
Provide your clients or advisors with educational simulators to highlight the areas of advice, and carry out pricing or simulation on your products (pension, life insurance, credit, retirement, etc.)