This innovative approach allows companies to move beyond the limitations of conventional distribution methods, offering them the flexibility to adapt to market changes swiftly. By leveraging digital solutions such as visual analytics, digital subscription management, shared document repositories, and seamless IT integration, FA Suite empowers distributors and companies to optimize their workflows, improve customer experiences, and ultimately drive growth and profitability in a competitive landscape

The application encompasses various functionalities:

Compare products and characteristics
possibility to compare existing products through a simple tool in order to support clients’ recommendation.

Operational monitoring
Users can view the workflow and the status of each policy, from quotes to the completion of transactions.

Document repository
Centralized document storage for easy access and management.

Document exchange
Increased security for document exchange by avoiding standard systems (e.g., email).

Report download
Ability to download Excel files for portfolio analysis.

Document download
Possibility to download company documentation (e.g., latest valorization, annual statements, periodic regulatory reporting) directly from company webiste through API calls.