The Financial Planner's tool designed for Belgium
Specify your client's profile, define possible portfolios and project them for various market scenarios in a few minutes.
An intuitive tool
A simple and user-friendly way to manage your clients' wealth.
Create client profiles
Fill in and save your client’s personal situation in a few clicks.
Define market scenarios
Easily create and save market scenarios for different asset classes.
Specify portfolios
Define and save different possible investments allocations.
Project portfolios
Project and compare your clients profiles, economic scenarios (including stress tests) and target portfolios.
Flexible offer
Free or paid account? Choose whichever option fits your needs.
Basic
€0
- Access to all features
- Save up to 2 client profiles
- Upgrade to Scalable at any time
Scalable
€0,5
- Access to all features
- Save as many profiles as you need
- Pay only for the number of clients you want
- Decreasing price from 1 to 0,5/user/month
- Increase/Decrease the number of clients you subscribe for at any time
Need to be convinced?
Create an account and discover the app for yourself : it is free of charge and takes only 1 minute to set up.
Our commitments
User-friendliness
Our tool is simple to use and dynamic, adapted to your needs, and provides easily exportable results.
Privacy
The tool is non intrusive, it requires few data, which can be deleted at any time. We do not make use of cookies or distribute your data.
Cost effectiveness
Our prices are low, and you only pay for what you need. You can change your subscription at any time.
Security
Our app is operated on a secured server, and any information stored on the server is encrypted with data protection algorithms.
Portability
Reacfin’s Financial Planner is a browser-based app, accessible on any device.
Local minded
The Belgian Edition of Reacfin’s Financial Planner accounts for national specificities (including tax per regions and cities, types of mortgage, pensions system, etc.).