Financial planning solutions

Afi has several solutions in the field of financial planning and customer's vital milestones. The main features of these solutions are:

- Adapted for investment service providers, banks and insurers.
- Compatible with all key stages in the customer life cycle (students, leaving home, young families, mature families, retirement, elderly), offering tailored onboarding solutions for each situation.
- Configured with analytical capabilities designed to infer milestone moments and trigger inbound initiatives.
- Compatible with MiFID and IDD.
- Calculation capabilities: complex instruments, tax implications and public and private benefits.
- Responsive to all manner of savings and investment objectives and horizons.
- Propitious to tailored adaptation for specific service areas (public website, client area, manager/broker solutions, etc.).
- Integration with Afi and/or third-party portfolio management solutions.

Contact us

Borja Foncillas socio Afi

President and Chief Executive Officer