PRACTICALITY AND ACCESSIBILITY

An accessible and easy-to-use interface

Give your clients the means to connect easily to their account 24 hours a day from anywhere in the world.

Demonstration
The problem the advisor encounters

The tools currently offered are rarely in the form of a digital application accessible at any moment. Often, you need your personal computer to retrieve your information and to update it manually.

The solution Efficience ®provides

Log in to your account at any time, regardless of the location and the device, as long as you have an Internet connection.

  • 11-1-Accès-online-à-l’inventaire-du-patrimoine
  • 11-2-Facilite-dusage

Features

  • Online access to the asset inventory

    Clients can access all the information concerning their assets at any time, whatever situation they find themselves in.

  • Facility of use

    Clients, regardless of their age, intuitively encode the data required, and can thereby explain their financial situation orally with the availability of the tool.

Want to find out more?

Tell us how we can help and we will reach you very soon.