The digital marketing solution for
regulated professions
With Actusite, build and deploy your digital marketing strategy with full regulatory compliance. From websites and social media to lead generation and newsletters, every action is supported by a partner who understands the rules of your profession. Everything is designed to help you gain visibility, showcase your expertise, and stay 100% compliant.
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
A single interface to access, view and group contracts from multiple partners.
Regulatory compliance and monitoring
Centralise all compliance and contract documents in a secure digital folder.
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.
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.