HUB Patrimoine
Centralise your wealth management activities
Boost efficiency by managing all your wealth solutions in one place: CRM, aggregators, compliance, asset allocation, automated diagnostics. The HUB brings together everything you need to advise, document and secure your recommendations.
CRM for wealth management
Centralise your customer base, compliance documents and portfolio aggregation in a single tool built for advisory workflows.
Contract aggregator
Access all your suppliers, insurers, partners and banks in one place to streamline asset tracking and management.
Asset audits and simulations
Run detailed audits with tax, IFI and real estate simulations to strengthen your advice and quantify each scenario.
Retirement simulations
Offer each client a personalised retirement projection including entitlements, income estimation and peace of mind planning.
Risk profile and allocation
Assess your clients’ investor profile and simulate model portfolios to align investment choices with their objectives.
Compliance monitoring
Track, centralise and secure your entire compliance process with a digital solution aligned with regulatory expectations.
Financial coaching
Support better financial decisions with behavioural insights and digital coaching tools tailored to each client.
Asset engineering and tax advice
Deliver quantified, structured advice on tax, inheritance and retirement. Automate diagnostics for faster decision-making.
Digital marketing tools
Structure your communication and campaigns while staying fully compliant with regulatory requirements.
HUB Individuel
Simplify individual
social protection
Manage retirement, health and disability cover from a platform dedicated to individual social protection. Designed for SAS and self-employed professionals, the HUB structures your underwriting journeys and strengthens the impact of your personalised advice.
See how HUB Individuel works
DUE generator
Generate compliant DUEs for TNS and directors in a few clicks. Secure your formalities, automate archiving and strengthen your advisory practices.
HUB Collectif
Simplify group contract management
Deploy tailor-made digital tools to manage collective agreements, automate compliance and grow your group sales.
HUB Collectif structures your offers, secures regulatory steps and streamlines the employer and employee underwriting journey.
See how HUB Collectif works
CCN Watch
Access real-time data on each collective agreement. Easily check minimum obligations, covered populations and applicable contributions.
Business CCN
Identify in seconds which companies are covered by a given CCN, in a specific region or postcode. A key asset for targeting and prospecting.
UP IFC
Evaluate a company’s financial commitments towards employees (IFC, indemnities, acquired rights). A SaaS tool to anticipate liabilities and support HR advice.
Matching CCN
Instantly assess the compliance of your offer with the requirements of a collective agreement. A visual, structured tool to secure your recommendations.
Publisher DUE
Generate compliant Unilateral Employer Decision (DUE) documents in just a few clicks. Updated in line with current regulations and customisable to your clients’ situation.
Collective agreement intelligence
Track legal obligations linked to each collective agreement. Diode monitors updates and secures your compliance with contractual rules.
