Outsourced wealth engineering for
professional advisors
With La Bienveillance Financière, offer high-level wealth advice without needing in-house resources. Tackle complex subjects, taxation, inheritance, retirement, with clear, actionable and personalised deliverables. Accelerate your cases, secure your recommendations and strengthen your advisory posture with a trusted expert partner.
Asset audits and projections
Project asset evolution over time.
Run full audits (budget, tax, inheritance) and simulate different investment scenarios.
Customer Relationship Management (CRM)
Centralise client data and regulatory documents.
Manage your customer database, required documents and aggregated portfolios, all from a CRM built specifically for wealth management professionals.
Contract Aggregator
Centralise all your supplier portfolios.
A single interface to access, view and group contracts from multiple partners.
A single interface to access, view and group contracts from multiple partners.
Regulatory compliance and monitoring
Digitalise your regulatory requirements.
Centralise all compliance and contract documents in a secure digital folder.
Centralise all compliance and contract documents in a secure digital folder.
Risk profile and asset allocation
Assess investor profiles and build portfolios.
Define objectives, simulate savings strategies and integrate expertise from Active Asset Allocation.
Define objectives, simulate savings strategies and integrate expertise from Active Asset Allocation.
Retirement simulations and assessments
Prepare your clients for retirement with confidence.
Estimate entitlements, identify gaps and suggest optimisation strategies through a personalised program.
Estimate entitlements, identify gaps and suggest optimisation strategies through a personalised program.
Behavioral finance and financial coaching
Engage clients with a behavioural approach.
The first digital platform combining personalisation, ESG and gamification for wealth advisors.
Digital marketing tools
Promote your offers with 100% compliant content.
Website creation, newsletters, social media... All within a framework that ensures regulatory compliance.
Website creation, newsletters, social media... All within a framework that ensures regulatory compliance.