Define your pension goal based on personal expected expenses and revenues.
Regulatory compliant and interactive questionnaire to determine the risk profile of the investor.
Define your pension goal based on personal expected expenses and revenues.
An API layer allows the creation of specific reports for each need: customer reports, quarterly reports, risk profiling reports, etc.
Personalised product and enveloppe advice based on your offer and risk constraints.
Pension is one of the most important objectives for most people. Therefore it requires a specific simulation, taking into account fiscal aspects.
Define your pension goal based on personal expected expenses and revenues.
Regulatory compliant and interactive questionnaire to determine the risk profile of the investor.
Define your pension goal based on personal expected expenses and revenues.
An API layer allows the creation of specific reports for each need: customer reports, quarterly reports, risk profiling reports, etc.
Personalised product and enveloppe advice based on your offer and risk constraints.
Pension is one of the most important objectives for most people. Therefore it requires a specific simulation, taking into account fiscal aspects.
Your clients can test as many simulations as they wish at the pace they need.
After the simulation, the advisor guides the client towards action.
Beyond product-push advice.
No time to waste, all known information is pre-filled or suggested based on comparative statistics.
We go beyond financial advices, we help you retire peacefully (like helping with travel and health insurance).
