Kwiper
Kwiper offers a robust suite of tools designed for financial professionals, enabling them to conduct efficient asset diagnostics, generate visual recommendations, and quantify advisory impacts. With integrated simulators and a user-friendly CRM, users can easily manage client data and produce clear, modifiable documents in under eight minutes.
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Top Kwiper Features
- Visual wealth diagnostics
- Tailored wealth recommendations
- Impact analysis of advice
- Benefit estimation simulators
- Educational platform access
- Client data management
- Multi-professional compatibility
- Quick document generation
- Customizable strategy documentation
- Real-time updated resources
- Simplified client information input
- Clear visual presentation
- Secure data protection
- Intuitive user interface
- 14-day free trial
- Ongoing professional training support
- Comprehensive financial strategies
- Integration with partner platforms
- Regular industry updates
- User-friendly experience.
