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Always stay one step ahead
Discover how our innovative solutions transform your professional practice
Collaborative Interfaces
​Facilitate communication and collaboration with your clients through intuitive and efficient interfaces.
Client Cases
Process and analyze client cases with the help of AI for personalized and efficient solutions.
File management
Simplify the management of your clients and their documents with intelligent, automated platform integrated into your business software.
Automatic Insights
Get automatic analyses and recommendations to make informed, strategic decisions.
Client Profile
Create and manage client profiles enhanced by AI for a complete and relevant overview.
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Simulators
Use our AI-optimized simulators to anticipate and plan efficiently.
For the PROS
Tools tailored to your professional practice
Increased Productivity
Reduced case processing time thanks to:
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Simulations directly based on a client file.
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Exchanges between professionals on the same platform.
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Client data gathered through a digital journey “powered by AI.” Reduced processing time.
Enhanced Client Experience
Smooth interactions and response time accelerated x10.
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Shorter response time.
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Reduced processing time.
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Fintech-level data collection.
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Fast pre-analyses.
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Multi-Expert and Multi-Agent Collaboration.
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Clear and insightful case study analyses.
100% Secure & Confidential Data
GDPR-compliant hosting, advanced encryption, transparent AI.
A unique experience for your clients
Tools that will satisfy your clients and encourage them to return.
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All assets and related services accessible at a glance
A 360° view of their assets
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Benefit from the best analyses to optimize their wealth management strategy.
Accurate and Personalized Diagnostics
Thanks to our human experts and specialized AIs.
Immediate answers to tax & financial questions
Protected data, exclusive access between you and your client.
A confidential and ultra-secure space
Comprehensive analysis and management of complex wealth cases, taking family dynamics into account.
Family Vision
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Custom solutions adapted to your financial situation and wealth goals.
Tailored Wealth-Related Services
Security & Confidentiality:
Our absolute commitment
We understand the crucial importance of confidentiality in your profession
Ultra-secure data
End-to-end encryption and compliance with the strictest standards (GDPR, ISO 27001)
Total confidentiality
Only the professional and their client have access to exchanges and data.
Ethical and transparent AI
No commercial exploitation of data.
A collaborative and intelligent platform for wealth management professionals.
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