Estate planning . In the late 90s we started our activity in estate planning.
Financial planning. In order to get a performant estate planning, we expanded our activity afterwards to financial planning.
Investment product allocation 2018. Financial planning without a MIFID compliant product allocation runs the risk of ignoring the objectives of the investor. Therefore, we developed Target Funding System, a full MIFID I and II compliant investor tool.
Integrated Financial Planning Platform 2019. In collaboration with Wolters Kluwer Belgium, we are offering an integrated financial planning platform.