Wealth management consultants

Do you want to digitize the signing of your mandates, your duty to advise, the acquisition of new customers and the subscription to savings and life insurance products for your investors?

Nos solutions offrent des espaces conseillers simples d’utilisation pour digitaliser tous vos actes de gestion.

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Aggregate your customer data. Dematerialize your duty to advise and increase your subscription volumes.

  • Access from your workstation to an advisor space that centralizes all your products.
  • Reduce the time it takes to finalize subscriptions, whether in person or online, by automatically pre-filling customer data.
  • Track the status of your subscriptions and commission payments in real time.
  • Connect your existing management tools (CRM, billing, etc.).

Wealth management consultants using Particeep solutions

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Xperts Heritage
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