The advisor devotes a large part of his time to encoding and updating his clients' data. This repetitive and expensive manual work is often a source of error.
The solution Efficience ®provides
Efficience® allows the encoding and the automatic updating of wealth information. As a result, the advisor can devote most of his time to analysing this information to better advise his clients.
Directly import your clients' data via Excel and CSV files.
The encoded data is automatically updated according to the encoded parameters or development hypotheses that have been defined.
Periodic indexing of some of your income or expenses is carried out automatically.
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