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Savings simulator

Project savings effort and
strengthen investment decisions 

 The Savings Simulator helps illustrate the long-term impact of savings contributions and generate personalised projections based on return assumptions, fees and inflation. It is a practical tool to support client projects and structure a robust wealth strategy. 

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Projection of savings value over time with multiple performance scenarios in a wealth advisory tool
Why activate it in your journeys ?

Savings Simulator
Module benefits

An educational and engaging tool

An educational and engaging tool

Visualise how regular contributions build capital over time and reinforce client confidence in recommended strategies.

Customized projections

Personalised projections

Integrate management fees and inflation to produce simulations tailored to each client’s profile and investment horizon.

Easy-to-integrate brick

Easy integration

Embed savings simulations into advisory journeys, online tools or client portals via a ready-to-use API.

Take advantage of a database connected to OpenAI

Enhanced documentation for your technical teams

Take advantage of interactive technical documentation connected to OpenAI to provide instant answers to complex use cases. No need to search through FAQs or tickets: your teams have direct access to contextualized answers to speed up development.

Two professionals consult OIP technical documentation enhanced by OpenAI

Savings simulator features

A simulation engine dedicated to savings strategies

 The Savings Simulator delivers clear, comparable projections that can be used directly in client meetings. Demonstrate the impact of savings over time, compare multiple investment approaches and support quantified, well-structured recommendations. 

Long-term savings value projections

Long-term savings value projections

Capital simulation from different scenarios

Capital simulation from different scenarios

Regular or mixed contribution models

Regular or mixed contribution models

Multiple investment scenarios

Multiple investment scenarios

Integration of inflation and management fees

Integration of inflation and management fees

Full parameter customisation

Full parameter customisation

Period-based and graphical result display

Period-based and graphical result display

REST API for seamless integration

REST API for seamless integration

Documentation and sandbox environment

Documentation and sandbox environment

Side-by-side comparison

Side-by-side comparison
Complementary building blocks to strengthen your pathways

Other FASST Digital Services

1

Affiliation

Digitise the collection of employee enrolments with a seamless, GDPR-compliant module, natively interfaceable with your information systems. 

Affiliation
2

Beneficiary clause

Securely collect and archive beneficiary designations, with full regulatory compliance and traceability. 
Beneficiary clause
3

Medical questionnaire

Streamline the collection of sensitive health data through a conditional form HDS-certified and GDPR-compliant. 
Medical questionnaire
4

Investor profile

Assess your clients' investment preferences and risk appetite in full compliance with DDA and MiFID II. 

Investor profile
5

Waivers and Notices

Automate the management of exemption requests and maintain valid, URSSAF-compliant supporting documents.

Waivers and Notices
6

Portfolio Transfer

Centralise employee data in the event of an insurer change to ensure continuity of rights and benefits. 

Portfolio Transfer
7

Reimbursement simulator

Provide full transparency on healthcare reimbursements and remaining out-of-pocket expenses for each employee. 

Reimbursement simulator

Find out more about our solutions

Book an appointment for a personalized demonstration of one or more of our modules and discover how FASST can propel your business success.

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