Our Offers
Phoenix 3S
Indexed on processed flows
Creation and monitoring of an external smart piggy bank via a micro-holding.
Detection of optimization potential.
Automatic savings.
Automated placements.
Monitoring of objectives via personalized dashboard (number of years before financial independence, projected income, etc.).
Wealth Management Advisor assigned.
Automated provisions.
Assisted management.
Social audit, TNS bulletins and possible change of status included.
1
2
Optimization
From
500€
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Detection of optimization potential.
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Support for change of status (SAS to SARL or EI to EURL):
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Valuation of the fund, statutes, administrative procedures (INPI, Taxes, URSSAF, etc.).
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Social audit and TNS bulletin with probative value for status compensation
employee (automatic reading of bank accounts; multi-source remuneration, certificate of authenticity, analysis
predictive loads, scalable self-adjustment, online archiving, automated retirement monitoring).
