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Discover the Advantages of the LIFEPlan Synchronized Financial Analysis System.
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Our platform helps you perform financial analyses for both retirement planning and protection needs.
Simple.
Complete.
Efficient.
Connectivity
Import your clients from your CRM to our LIFEPlan financial analysis system, including data updates.
Ease to Use
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On each of the tabs, and this in all apps, an icon allows you to open a video capsule explaining how it works, exactly where you are on the platform.
Security
Maxomsoft offers an environment that meets the highest standards in terms of security.
Compliance
LIFEPlan meets the compliance requirements, both in insurance and investment matters.
You will find your reports generated over time.
Proximity
Your clients have access! Provide secure advisory access to your clients.
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Your clients will be able to follow their LIFEPlan and see progress over time.
A system designed to optimize the client/advisor relationship.
A Support Service to
Help You!
Need Help ?
Schedule a virtual meeting with one of our LIFEPlan experts.
At Maxomsoft, we understand how crucial it is for financial advisors to get the help they need—fast. Whether you need to review a client file or have any other questions, our support team is always readily available to assist you.
A System That Helps Your Business Grow
ADVISORS' COMMENTS
Click on the image to enlarge.
Testimony of Mr. Alain Legault, Senior Partner of a Financial Centre.
I wanted to highlight the significant contribution of LIFEPlan to our success. Over the past two years, we have launched several initiatives, and LIFEPlan stands out as one that truly makes a difference in our team's daily operations.
Since LIFEPlan was introduced to our entire team in January 2019, we have been able to quickly pivot towards a holistic approach, leveraging the benefits of a comprehensive and structured financial analysis.
This transition, supported by LIFEPlan, has empowered our advisors to better manage all aspects of their clients' financial needs, driving significant growth.
In 2021, our team distinguished itself in Canada's expanding insurance market. In savings, we achieved a 60% increase in net sales, reaching $175M. This performance positioned us among the top teams in Canada within our network.
Our exclusive Leadermind Club doubled its membership to 33 in 2021. This Club includes all associate advisors who have reached a certain level of business: $100,000 in written insurance premiums or $10M in net sales. A significant number of these members, including new ones, actively use the LIFEPlan tool.
A big thank you to the entire Maxomsoft team.
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Alain Legault
Senior Associate
Financial Center Director
SFL Wealth Management North -West of Quebec
Our Partners
CONTACT US
Get in touch and let us know how we can help.
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