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INTERVIEW Mode
Personal and financial information gathering.
Guides you step-by-step to collect all your client's information.


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.
Features included
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Links to CRA, CPP, QPP.
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Calculation of the monthly amount allocated to your financial program.
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Investor profile (one or more per plan) .
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Report on received or missing documents displayed and emailed to client and advisor.
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Automatic synchronization of data on analysis applications.
Others Applications of the
LIFEPlan System
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