Make this solution designed and developed for insurance and financial representatives your best ally for compliance.
Easily pinpoint your sales opportunities with this complete financial and insurance needs analysis tool.
All the financial calculators you need in one place.
Quickly discover the ideal premium based on your criteria.
Fill out your client’s investor profile in a few short clicks.
Go paperless with ScanSquad.
Effortlessly centralize your clients’ information to achieve full compliance.
The most popular financial needs analysis software on the market. Simple, compliant and mobile.