Digital Solutions for
FINANCIAL SERVICES PROFESSIONALS

Tailored to
Your Reality

Financial planning, corporate insurance, or visual presentations. Discover our three independent solutions designed for Canadian advisors.

Discover Our Solutions!

NOS SOLUTIONS

Our Solutions

Financial planning software. The PlanVIE platform supports you in financial analysis: retirement, protection, and corporate needs.

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Connection Advisor

Connection Client

The Canadian benchmark in corporate insurance. Simplify the complex analysis of your clients' business needs.

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Connection Advisor

Simplify your client meetings. Present the entire world of wealth management visually in just a few clicks.

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À PROPOS

About Us

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 bring advisors closer to their clients, structure financial analyses, and support the growth of their practices: a financial analysis and planning platform, a visual presentation tool, and specialized web design services.

Much like our logo, which illustrates the seven areas of financial planning and how they interconnect, our solutions make it easier to demonstrate and understand the essential elements of sound wealth management.