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European Headquarters Office

Dorpsstraat 151-155
Capelle aan den IJssel


+31 10 2646666


Ellen E van Beek
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 The Profiles™ financial planning application is user-friendly to get up and running quickly, yet it’s potent enough to deliver thorough client plans. Profiles™ helps you automatically generate qualified leads with the Profiles™ Leads generator, open doors with the interactive presentation module and strengthen awareness with resources branded to your firm.


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Narrator™ is your all-in-one visual development tool for creating, publishing and managing financial websites and mobile content. Based upon a powerful financial planning solution, Narrator offers the flexibility for all types of financial insight and advice, from quick financial insight to partial advice to comprehensive planning.

Advisor Briefcase

In a financial industry that’s constantly changing, the one thing that remains the same is your commitment to giving clients your best. Stay front and center of a premium client experience with the Advisor Briefcase® marketing communications tool, which allows you to use valuable, professional and personalized material to communicate with the right clients at …


The Figlo™ financial planning application is a client-centric planning tool, featuring a client portal, lead generation tool, and interactive comphrensive financial planning.