Empower relationship managers
Profiling prospect clients, gathering data such as properties, income, expenses, investments, liabilities, and bank accounts.
Perform simulations with balance charts
Represent the client's total wealth view over the selected time period based on the needs specified together with year-by-year net client liquidity.
Check investment feasibility
The software engine is able to verify if an investment simulation is feasible or not, suggesting actions to fix the plan.
The platform fits into the client country parameters such as capital gain taxation, house sale taxation, annual inflation rate, and so on.
Increase prospect conversion
Allow clients to perform and submit self-life plan simulations, so that relationship managers can get in contact with more qualified and active prospects.
Reduce costs enhancing efficiency
Relationship managers can focus primarily on qualified clients and automatically collect key client data.