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Get a real-time overview on all your clients and prospects
Detailed information and data
Reporting on demand
Get access to the ideal structured product that suits your client' needs thanks to our fast search engine.
Define each parameter to optimise your solution. Take advantage of an infinite range of combinaisons to get the perfect customised investment.
Select the best offer and confirm the trade. Track every order through a dedicated interface.
The platform screens all life-insurance criteria and manage the approval process.
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The platform grant you access to Best Execution audit history as well as all the regulatory documentation.
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Step by step support after registration
Non-stop access to investment ideas