More data, more insights, only one place: that’s what we stand for. Collect all your client data in structured inventories and always have the right information at hand.
Broaden your client knowledge to a new extent by defining the personal context that structures and values their wealth.
Map all persons connected with your clients' wealth in clear tree structures.
Specify their marital context to correctly visualise and value their wealth according to the country-specific laws that apply.
Collect your clients’ wealth data in one place and develop a clear picture of their global wealth situation.
Inventory and detail all different assets that belong to your clients’ wealth. From real estate, companies, accounts, investments, life insurances and art to loans or debts: log their value, owners, cashflows and other asset-specific information.
Understand your clients’ entire wealth situation in the blink of an eye. An interactive structure chart automatically visualises your clients' complete wealth and simplifies the most complex ownership structures.
Build a documented inventory of all gifts your clients made in the past. Index each transaction and compare their current value for complete transparency between each family member.
No more hours searching for the right documentation. Upload all documents related to your clients’ wealth into a secure digital vault. Share them with your clients, colleagues or other trusted parties.
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Offer your clients the future they desire by setting up realistic action plans.
Create a clear timeline of key moments foreseen in your clients' future.
Inventory their main life objectives.
Set-up action plans and monitor their progress closely.
Detect opportunities to offer your clients the right solutions with powerful wealth planning tools.
Offer a digital client experience and build a strong relationship of trust through an intuitive client interface.
