Transform Investment Certificates into Your Competitive Advantage
Exclusive tools, professional analysis and dedicated support for financial advisors who want to stand out in the market
500+
Users
€1 BN+
Total Portfolio
98%
Satisfaction Rate
24/7
Dedicated Support
Services Designed for Your Professional Success
From initial training to creating customised certificates: everything you need to excel
Opportunity Radar
Proprietary weekly analysis of the entire certificate market. Professional Excel file with ISIN, underlyings, barrier distance (min. 50%), yields and pricing. The tool that transforms hours of research into minutes of decision-making.
Strategic Newsletter
Exclusive weekly insights with the Opportunity Radar and market analysis. We anticipate trends, highlight new issues and monitor maturities. Customisable according to your specific needs.
One-to-One Training
Individual session with our experts to master the Radar and transform analysis into winning commercial proposals. Proven strategies to increase conversions and volumes.
Commercial Support
Ongoing strategic consultancy to tackle complex situations, optimise commercial approach and identify hidden opportunities. Your team of experts always available.
Dedicated Analysis
Professional evaluation of certificates in portfolio, screening new opportunities, studying complex cases. Precise and timely responses for every need of your most demanding clients.
Smart Filters
Customisable advanced search system: specific underlyings, targeted maturities, desired coupon levels, capital protection. Your saved criteria always ready to use.
Proactive Research
We don't wait for your requests: we monitor the market to alert you to opportunities aligned with your business. We anticipate your clients' needs with targeted proposals.
Operational Partnership
We participate in your most important meetings providing technical expertise that increases credibility and closures. Show clients the value of your extended team.
Exclusive Certificates
The service that redefines your positioning: we create bespoke certificates for your clients. From conception to issuance, offer products that no competitor can replicate.
Invest in Your Professional Growth
Choose the right plan for your business. Upgrade possible at any time.
Start
- Opportunity Radar: Weekly Excel file with complete market analysis
- Initial Training: One-to-one session to become autonomous in using the tools
- Historical Archive: Complete access to all previous analyses for trends and comparisons
- Basic Support: Commercial assistance to optimise strategies and approaches
Business
- Everything in Start Plan with weekly Radar and complete archive
- Dedicated Team: Specialist support for portfolio analysis and complex evaluations
- Custom Filters: Tailor-made search criteria that can be saved and reused
- Proactive Research: Targeted alerts based on your specific business
- Meeting Presence: Professional support in your most important meetings
- Absolute Priority: Responses within 24h and privileged access to new services
ISINConnect
- Everything in Business Plan with complete premium support
- Bespoke Certificates: Creation of exclusive products for your clients
- Strategic Partnership: Collaboration to develop your business
- Exclusive Terms: Preferential pricing on increasing volumes
- Joint Marketing: Visibility and customised materials for your brand
- Innovation Lab: Early access to new services and reserved opportunities
The Opportunity Radar
The only analysis tool that transforms market complexity into profitable decisions
The Competitive Advantage You're Looking For
The Opportunity Radar is not just a simple report: it's the result of over 20 years of experience condensed into a proprietary analysis system. Every week, our algorithm analyses over 10,000 certificates to identify only those that meet our rigorous selection criteria.
While your competitors waste hours on fragmented research, you receive the best opportunities directly, already filtered and ready to be presented to the most demanding clients.
Professional Analysis in Every Detail
- Immediate Identification: ISIN and type for quick access to each certificate
- Integrated Risk Management: Worst-of basket analysis and precise calculation of safety distances
- Guaranteed Safety Margin: Only certificates with barrier at least 50% distance
- Total Transparency: Barrier expressed as percentage for immediate evaluations
- Focus on Returns: Annualised coupons for effective comparisons
- Real-Time Pricing: Current prices vs nominal to identify entry opportunities
Your Success with Certificates Starts Today
While you read this, your competitors are missing opportunities. Don't fall behind: join over 500 advisors who have transformed certificates into their competitive advantage.
Book Your Free Consultation