Kwiper provides a digital wealth management platform that enables financial professionals to quickly generate customizable asset diagnostics, simulations, and strategies for their clients. This solution streamlines the advisory process, allowing users to enhance their service offerings and improve client engagement within minutes.
Funding
Funding not disclosed
Founders
Product
Problem
Financial professionals often spend excessive time manually creating asset diagnostics, simulations, and strategies for wealth management, hindering their ability to efficiently serve clients and grow their business. This time-consuming process can also limit the depth and personalization of advice, potentially impacting client engagement and satisfaction.
Solution
Kwiper is a digital wealth management platform designed to streamline the advisory process for financial professionals. It enables users to quickly generate customizable asset diagnostics, simulations, and strategies, reducing the time spent on administrative tasks and allowing them to focus on client interaction. The platform offers tools for creating patrimonial diagnostics, personalized recommendations, and comprehensive strategies that highlight the financial impact for clients. Kwiper also includes simulators to estimate client benefits and a CRM to centralize client data for easy access and utilization. By automating key tasks and providing a centralized platform, Kwiper empowers financial professionals to enhance their service offerings and improve client engagement.
Target Audience
Kwiper targets financial professionals such as Experts-Comptables (accountants), CGPIs (Independent Financial Advisors), lawyers, notaries, and institutional advisors seeking to enhance their wealth management services.
Features
- Diagnostic tools for creating patrimonial assessments in minutes with easily modifiable and understandable documents.
- Recommendation engine for generating suggestions tailored to client objectives, including product information sheets.
- Strategy builder to quantify the impact of advice and showcase clear gains for clients.
- Simulators for estimating benefits and promoting specific financial products.
- Kampus feature providing access to over 150 synthesized documents updated by Lexis Nexis.
- CRM functionality to centralize client data for efficient access and management.
- White-labeling capabilities to integrate a professional's logo on all platform-generated documents.
- A SaaS platform accessible across devices.