Plan
It is an advanced analytics software that supports financial advisors and insurance agents in commercial negotiations and client interactions.
The software assists throughout the entire advisory process: Goal-Based profiling and recommendations, wealth simulations, personalized reporting, and client engagement in every situation.
A holistic approach that covers all types of financial and insurance products, ensuring comprehensive support for professionals and firms.
Our goal-based profiling system allows you to deeply understand your clients and support them over time.
You can easily and intuitively monitor and update all the key aspects of their financial situation:
Investment needs, to build strategies aligned with their life goals
Protection needs, to safeguard what matters most to them
Financial Well-Being Index, a comprehensive indicator that helps you assess their overall financial balance
A personalized approach to financial and insurance advisory that identifies solutions aligned with each user’s specific needs and goals.
Based on the individual profile, the system suggests targeted products designed to improve the Financial Well-Being Index over time—guiding the client through an evolving journey toward their financial and life objectives.
Generate a personalized, always up-to-date engagement report in just a few clicks—designed to support you in commercial negotiations.
A clear and professional document that places the client’s goals at the center, aimed at progressively improving their Financial Well-Being Index.
Communicate with clients in a simple and professional way. You have access to a selection of exclusive, constantly updated content to support every stage of your client conversations.
Whether you’re explaining an opportunity, clarifying a change, or addressing a sensitive situation, you’ll always have the right material to communicate clearly and reassuringly—while always respecting their needs.
The version of our software designed for banks, insurance companies, and wealth managers to support their distribution network.
If you’re interested in the software on behalf of your institution’s network, book a demo below.
For Advisors
The version of our software tailored for financial advisors and insurance agents.
If you’re a financial advisor or insurance agent, sign up for the app and start offering your clients Goal-Based recommendations.
