Enhance your fund advice value

Intuitive platform that provides a unique client experience to simplify your mutual fund advice construction, sales and tracking.

Independent advisors

Family Offices, Financial Advisors and Intermediary.

$

Private Banks

Savings Advisors, Wealth and Asset Management Advisors, Solution Engineers, Fund Selectors.

Insurers

Fund Selectors, Financial Engineers

$

Asset managers

Solution Engineers, Client Managers, Sales, Product Specialists.

Simplify the advice construction

Intelligent fund search and portfolio construction engine

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In 10 minutes, find the best funds and build the portfolio best suited to the client’s risk profile.

Ease the advice
explanation

Intuitive performance & risk simulator beyond historical data

projection de l'épargne

In 5 minutesillustrate the financial savings plan projection, its historical behaviour and future scenario risk.

Automate tracking
& reporting

Fully automated tracking and first class design reporting

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Within 1 click, visualize the tracking, send the regulatory and client reporting automatically. 

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