The Business Plan has been designed for financial advisors who have already understood the potential of investment certificates and want to make them a distinctive element of their value proposition. In addition to all Start Plan services, it offers advanced tools and personalised support to manage complex situations and sophisticated clients.
Dedicated support: a team of specialists at your service
With the Business Plan, you’ll have direct access to a team of experts dedicated exclusively to your needs. This means:
Personalised portfolio analysis
We examine certificates already present in your clients’ portfolios, evaluating performance, residual risks and optimisation opportunities.
Evaluation of new opportunities
When you identify an interesting certificate or receive proposals from other intermediaries, our team provides independent and in-depth analysis.
Joint study of complex cases
For particular situations or clients with specific needs, we work together to identify optimal solutions.
Development of tailored strategies
We build customised operational plans that integrate certificates into the overall investment strategy.
Custom filters: search becomes surgical precision
Every advisor has their own style and every client their own needs. That’s why we create completely customised filters that allow you to:
- Select certificates on specific underlyings: single shares, market indices, particular sectors or personalised combinations
- Identify products with maturities aligned to clients’ time objectives
- Find capital protected certificates for clients with low risk appetite
- Filter by minimum coupon levels or maximum acceptable risk
- Save and reuse created filters for future searches
These filters transform the Opportunity Radar into an even more powerful tool, allowing you to find exactly what you’re looking for in seconds.
Proactive selection: we anticipate your needs
We don’t just respond to your requests. Our team constantly monitors:
- New issues with innovative features
- Market opportunities linked to specific events
- Maturing certificates that could be replicated with better conditions
- Emerging trends that might interest your clients
You’ll receive proactive alerts when we identify particularly interesting opportunities for your business.
Professional support: the strength of the team
One of the most appreciated elements of the Business Plan is the possibility of having our experts by your side during client meetings. This service offers concrete advantages:
Enhanced credibility
Presenting yourself with a team of specialists demonstrates professionalism and attention to the client
Technical objection management
Our experts can immediately answer complex questions, increasing client confidence
More effective closing
The presence of a specialist facilitates investment decisions, especially for significant amounts
Field training
Each meeting becomes a learning opportunity to independently manage similar situations in the future
Measurable results
Advisors using the Business Plan typically record:
60%
Increase in certificate volume placed compared to the Start Plan alone
Premium
Acquisition of clients with higher wealth thanks to the differentiated proposition
70%
Reduction in time dedicated to research and analysis
Fidelity
Significant increase in client loyalty
The Business Plan isn’t simply an upgrade of the Start Plan: it’s a qualitative leap that transforms the way of working with investment certificates.
