The company's purpose is to distribute and advise on all financial products in Switzerland and abroad; to develop, market and operate all software, computer applications and other optimization tools in the field of financial planning, as well as to connect users with various service providers. It also offers various administrative and training services. Within the framework of its activities, the company may establish branches or subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies, acquire or sell real estate, carry out all operations and conclude all contracts that are suitable for developing and expanding its purpose or are directly or indirectly related to it, both in Switzerland and abroad. It may also grant loans or guarantees to associates or third parties if this serves its interests.