Questions

The system has a repository of questions and answers which, when conducting an interview with the client, can be selected and thus make up the diagnosis.

Patrimonial Detail

You can record client's patrimonial information and generate a patrimonial consolidated.

• Sources of income
• Sources of expenses
• Insurance
• Detail of bank accounts
• Anonymous Societies
• Private Interest Foundation
• Operating businesses

Adviser

In the system you can record the short, intermediate and long-term objectives, as well as the consultant's recommendations. Each client can have different diagnoses that will allow the manager to maintain an orderly management of client information.

Financial Calculator

It has a compound interest calculator which is used to carry out a patrimonial thesis, the information and graphics generated in the calculator are printed in the report.

Report

The system generates a report that can be saved in pdf, excel, or word. In addition, it has an option to edit the content of the report.

Integration

It has an API, which allows it to be integrated with other tools, either to obtain or share information registered in the system.