Capitalization contract
Financial savings designed for the treasury needs of your corporate clients. A flexible, tax-efficient contract integrated into your environment to enhance excess cash without operational friction.
Dedicated to corporate entities
Optimize treasury without locking it up.
Associations, holdings, real-estate companies, or trading businesses: your clients need to invest excess cash without losing flexibility.
The capitalization contract provides a structured, readable, tax-efficient framework, more effective than traditional bank deposits.
Unit-linked investments
An open range. No conflicts of interest.
Our contracts provide access to a broad universe of unit-linked investments: ETFs, best-in-class funds, private assets, or structured products.
Each allocation is built around the client's profile and investment horizon, with no closed list and no favored provider.
Multi-compartment structure
One pocket per objective. One contract.
Short-term treasury, strategic reserves, or long-term capitalization: each need gets its own allocation logic.
The multi-compartment structure lets teams segment strategies inside a single contract with full visibility on every pocket.
Instant control. Total visibility
Smooth execution for your teams, clear visibility for your clients.
Instant execution.
The contract integrates natively with your environment through API, CRM, reporting tools, or wealth platforms, with no re-entry or duplicate handling.
Each action is executed immediately, tracked, and synchronized between your tools and the client interface.
Continuous visibility.
Executives and finance teams get a clear, up-to-date view of invested treasury, without depending on periodic statements.
Subscription, switch, surrender: every action is visible instantly with a clear, understandable status.
