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Services that you and your clients will appreciate: paperless on-boarding,
e-signature, secured private Mifid2/IDD compliant Messenger,
consolidated view of assets and more
Increasing the quality of your financial information
and save time with optimized communication

Inform smart. Communicate efficiently. Stay connected.

The software developed by custodian and insurance specialists.
All-in-one information and communication platform for professionals and clients.

Independent Financial Professionals

Asset Managers / Family Offices

Be 24/7 present on your client's phone

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Consolidate portfolios and communicate the essential

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MIFID II compliant communication platform

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E-signature & paperless onboarding

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Insurance Broker

Be 24/7 present on your client's phone

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Consolidate Life policies from different providers

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Simplify administrative workload

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IDD compliant communication platform

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HNWI / COMPANY

Have a single tool to view all your portfolios

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Decide who can have access and communicate with you

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Be informed about the essential, don’t bother with details

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Financial Institutions

Banks

Be present on the tablet/phone of your asset manager and customer

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Communicate easily with the asset manager, the client or both

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Reduce your administrative workload

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Insurance Company

Be present on the tablet/phone of your broker and client

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Speed up your information to the final client

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Communicate directly with the broker, the client, the asset manager or all

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