The platform for managing
insurance portfolios
With HOKUS, centralise all your insurance portfolios from different providers in a single access point. Track customer transaction history, investment reports and portfolio evolution via an intuitive interface fully connected to your wealth management ecosystem.
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.
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.
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.