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Digital Solutions for
WEALTH MANAGEMENT ADVISORS
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LIFEPlan White

Financial analysis system for wealth management.

Our Products and Services
LIFEPlan White

This platform supports you with financial analysis: retirement, protection, business.​

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For a website that works for you.

More than just a showcase — all the tools to support your promotion and generate appointments.​

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Simplify your meetings.

Present the entire world of wealth management in just a few clicks.​

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You will be redirected to this solution’s website.

NOS SOLUTIONS
Our Partners
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About

Maxomsoft is a technology company dedicated to developing digital solutions for financial services professionals.

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Since 2020, our mission has been to provide practical tools that strengthen the advisor–client relationship, structure financial analyses, and support business growth — including a financial analysis and planning platform, a visual presentation tool, and specialized web creation services.

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Just like our logo, which illustrates the seven fields of financial planning and their interconnections, our solutions make it easier to demonstrate and understand the key elements of sound wealth management.

À PROPOS

CONTACT US

Get in touch and let us know how we can help.

Thank you for your request. We will contact you shortly.

You can contact us by interactive messaging located at the bottom on the right corner of your screen.

2540, Boul. Daniel Johnson | Bur.710

Laval (Qc) , Canada, H7T 2S3

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