Discover the Advantages of the LIFEPlan Synchronized Financial Analysis System.
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Connectivity
Import your clients from your CRM to our LIFEPlan financial analysis system, including data updates.
Ease to Use
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On each of the tabs, and this in all apps, an icon allows you to open a video capsule explaining how it works, exactly where you are on the platform.
Security
Maxomsoft offers an environment that meets the highest standards in terms of security.
Compliance
LIFEPlan meets the compliance requirements, both in insurance and investment matters.
You will find your reports generated over time.
Proximity
Your clients have access! Provide secure advisory access to your clients.
Your clients will be able to follow their LIFEPlan and see progress over time.
A system designed to optimize the client/advisor relationship.
Module for collecting personal and financial information to ensure nothing is overlooked and all required documents are included.
In addition, your clients can complete the sections themselves with your prior authorization.
Determines the financial strategies that will best contribute to achieving goals and retirement, while also taking into account needs and priorities.
Identifies needs in the event of death, disability, critical illness or loss of autonomy.
Creating a statement based on the 5 risk ratings.
+ Investor profile.
Determines the life and critical illness insurance needs of shareholders and key employees of a company.
User Testimonials
Support Service to Assist You!
Need Help ?
Schedule a virtual meeting with one of our LIFEPlan experts.
At maxomsoft, we understand the importance for a financial advisor to get the help they need quickly. Whether it be to check your current client file, or for any other questions, you will easily get the support you need.
