UAF Life Patrimoine, the French Wealth Management company fully owned by Crédit Agricole Assurances recently announced a partnership with the Fintech Active Asset Allocation, integrating their B2B Robo Advisory solution RAFA – Robo Allocator For Advisors – in two contracts : Version Abolue – La Nouvelle Edition and My Contract.
1 – The first Contract – Version Absolue – La Nouvelle Edition – offering a profiling tool provided by RAFA, offers the following benefits :
- Greater flexibility
- Increased Competitiveness
- Increased appeal
2 – The second contract – My Contrat – provides the advisor with a powerful tool allowing him to ensure the asset analysis submitted are compliant with the latest regulations, improving the customer relationship. My Contrat is a unique life insurance solution provided by Spirica.
This solution provides Insurance professionals the following benefits :
- A customised solution designed to answer the specific needs of each individual project
- A unique digital platform dedicated to advisors and their clients
- A patented approach by Active Asset Allocation
- A customised asset allocation
- A 100% digital path