LIFE

INSURANCE

Define the best personalized pension and protection proposal for your customers and digitize your financial life insurance products

Identify the right solutions to protect your customers’ retirement and protection needs

NEEDS ANALYSIS

Perform a complete analysis of the financial situation, risk profiling and needs of your customers, identifying their insurance needs

Life Policy Administration

INVESTMENT PROPOSALS

Generate the right investment proposal easily by combining customer needs with attitude to risk

Portfolio Mgmt & Trading

Adopt the digital platform that eases management of your agent network

COMPENSATION

Manage complex fee policies, rewards and incentives with a centralized error-proof process

Advisor Compensation & Audit

AUDIT

Monitor your agents, mitigating the operational, capital and reputational risks of your company

Advisor Compensation & Audit

Combine insurance protection to the goal of flexible financial management

POLICY MANAGEMENT

Manage the entire policy lifecycle in a configurable manner, with the full range of features required by each process participant

Life Policy Administration

INVESTMENT MANAGEMENT

Manage  investment portfolios with flexible strategies and full control of institutional investor limits

Portfolio Mgmt & Trading

Supports Financial Planning

Identify the right solutions to protect your customers’ retirement and protection needs

NEEDS ANALYSIS

Perform a complete analysis of the financial situation, risk profiling and needs of your customers, identifying their insurance needs

Life Policy Administration

INVESTMENT PROPOSALS

Generate the right investment proposal easily by combining customer needs with attitude to risk

Portfolio Mgmt & Trading

Manage the Network

Adopt the digital platform that eases management of your agent network

COMPENSATION

Manage complex fee policies, rewards and incentives with a centralized error-proof process

Advisor Compensation & Audit

AUDIT

Monitor your agents, mitigating the operational, capital and reputational risks of your company

Advisor Compensation & Audit

Manage Life Insurance Policies

Combine insurance protection to the goal of flexible financial management

POLICY MANAGEMENT

Manage the entire policy lifecycle in a configurable manner, with the full range of features required by each process participant

Life Policy Administration

INVESTMENT MANAGEMENT

Manage the investment portfolios with flexible strategies and full control of institutional investor limits

Portfolio Mgmt & Trading