Digital Solutions for
FINANCIAL SERVICES PROFESSIONALS

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Designed for «Your Reality »

Our Products and Services

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

NOS SOLUTIONS

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.