The development, marketing and operation of all software, computer applications and/or other optimization tools in the field of financial planning, excluding any asset management or investment advisory activities, as well as connecting users with finance and insurance professionals. It offers services in the field of estate and succession planning, brokerage and advice in the field of life and non-life insurance for both individuals and companies. The company may establish branches and subsidiaries in Switzerland and abroad and take participations in other companies in Switzerland and abroad, as well as carry out all operations that are directly or indirectly related to its purpose. The company may acquire, mortgage, sell and manage real estate. It may provide financing for its own account or for the account of third parties, as well as grant guarantees and securities to its subsidiaries and third parties.
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