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The Investment Needs Analysis creates an understanding of the client's risk tolerance for each of the plans in their portfolio.

Features and Calculations

  • Creation of portfolios according to the 5 risk ratings.

  • Includes all types of products offered by both mutual fund companies and insurance companies.

  • Investor profile.

  • Fund facts automatically added.

  • Investment and regular deposit or withdrawal calculator.

  • Explanation of the advisor's compensation remuneration mode.

Facilitates Advisor Compliance !

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ABP | Maxomsoft | PlanVIE | Icone

Others Applications of the LIFEPlan System

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Module for collecting personal and financial information allowing you to forget nothing and to have all the required documents. In addition, it promotes a climate of trust with your client.

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Determines the financial strategies that will best contribute to achieving goals and retirement, while also taking into account needs and priorities.

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Identifies needs in the event of death, disability, critical illness or loss of autonomy.

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Determines the life and critical illness insurance needs of shareholders and key employees of a company.

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