The expert tool for investor profiling
and asset allocation
Coanda is a digital suite designed to support wealth advisors in defining investor risk profiles, simulating savings strategies and building tailored model portfolios. Ergonomic and high-performing, Coanda integrates the expertise of Active Asset Allocation to ensure reliable, compliant financial recommendations.
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.
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.
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.
Behavioral finance and financial coaching
Engage clients with a behavioural approach.
The first digital platform combining personalisation, ESG and gamification for wealth advisors.
Asset recommendations, assessments and engineering
Deliver quantified, high-value advice.
Generate balance sheets, simulations and tailored recommendations (tax, inheritance...) automatically.
Generate balance sheets, simulations and tailored recommendations (tax, inheritance...) automatically.
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.