Digital Solutions for
FINANCIAL SERVICES PROFESSIONALS

Discover Our Solutions

Designed for «Your Reality »

NOS SOLUTIONS

Our Products and Services

A Complete Offering for Your Practice

Maxomsoft brings together three complementary solutions designed to support financial services professionals. LIFEPlan supports financial planning and analysis, FinaSite strengthens your web presence, and ASTUCEMAX Insights helps present key wealth management concepts more clearly.

Financial Planning Software
This platform supports you with financial analysis: retirement, protection, business.

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Connection Advisor

Connection Client

For a website that works for you.

More than just a showcase — all the tools to support your promotion and generate appointments.

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Simplify your meetings.

Present the entire world of wealth management in just a few clicks.

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Financial planning software

FNA Financial Needs Analysis

institute of financial planning

Financial planning software

À PROPOS

About

Maxomsoft is a technology company dedicated to developing digital solutions for financial services professionals.

Since 2020, our mission has been to provide practical tools that strengthen the advisor–client relationship, structure financial analyses, and support business growth — including a financial planning software, a visual presentation tool, and specialized web creation services.

Just like our logo, which illustrates the seven fields of financial planning and their interconnections, our solutions make it easier to demonstrate and understand the key elements of sound wealth management.