Dedicated platform for financial services professionals
The ASTUCEmax Insights provides digital content specifically designed to assist finance professionals in presenting and explaining essential information to their clients and prospects to secure and enhance their wealth.
This system offers clear and precise explanations in a user-friendly and personalized environment, perfectly suited to the image of each advisor. Ideal for both individuals and business owners.
To present, unparalleled!
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Adapts to Your Image in Just a Few Clicks!
In the "My Profile" section, you can customize your platform by adding your information and your photo.
For all Screen Formats!
Optimize Your Advisory Practice with L'ASTUCEmax Insight
Designed to energize the approach of finance professionals. Our platform offers you:
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Cash Management Strategies: For effective optimization of your clients' finances.
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Solutions for the Unexpected: Prepare your clients to face unforeseen financial challenges.
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Major Expense Planning: Assist your clients in achieving their financial goals.
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Advice for Business Growth: Boost the profitability of your clients' businesses.
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Retirement Strategies: Ensure a peaceful future for your clients.
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Wealth Optimization: Guide the transfer and management of wealth.
And much more!
Join L'ASTUCEmax Insight, for an integrated and innovative approach in financial advising.
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About Us
L'ASTUCEmax Insight was born from a unique synergy. The result of a close collaboration between two pioneering companies in the field of services for financial advisors :
L'ASTUCE Formations, under the presidency of Jean-Sébastien Jutras, a recognized financial planner and trainer in the financial services industry, brings his educational expertise and deep understanding of the needs of advisors and their clients.
Innovations Maxomsoft Inc., led by Marco Madon and Tom Madon, co-founders, is renowned for its financial analysis solution in wealth management, LIFEPlan. This solution stands out for its ability to simplify complex concepts and provide cutting-edge analytical tools
