The tool for wealth audit and projections
With Upsys, carry out a comprehensive wealth audit, covering budget, tax and inheritance. Simulate how assets may evolve over time and test different investment scenarios : real estate, life insurance, retirement plans (PER)... Support your clients in making informed, long-term decisions and help them prepare for retirement with confidence.
Contract Aggregator
Centralise all your supplier portfolios.
A single interface to access, view and group contracts from multiple partners.
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
Define objectives, simulate savings strategies and integrate expertise from Active Asset Allocation.
Retirement simulations and assessments
Estimate entitlements, identify gaps and suggest optimisation strategies through a personalised program.
Regulatory compliance and monitoring
Centralise all compliance and contract documents in a secure digital folder.
Behavioral finance and financial coaching
The first digital platform combining personalisation, ESG and gamification for wealth advisors.
Asset recommendations, assessments and engineering
Generate balance sheets, simulations and tailored recommendations (tax, inheritance...) automatically.
Digital marketing tools
Website creation, newsletters, social media... All within a framework that ensures regulatory compliance.