Milano, 01/04/2024 - FIDA and Progetica, two main players in the world of financial, insurance and pension advisory, announce a strategic collaboration in order to launch an insurance and pension financial advisory platform on the market that valorizes the role of the consultant and offer an easy and friendly experience to the client.

With over 30 years of experience in the sector, FIDA and Progetica have together created a financial advisory platform that analyzes customers' needs and life planning and then leads them towards building life goals that can be achieved through a quick and unexpected path.

This solution allows advisors to create long-lasting relationships based on in-depth analysis of clients' income and outgoings, risks and life goals. It also shares scenarios and evidence of strengths and weaknesses of clients’ individual economic and financial situation and family.

A Strategic Collaboration for a High Added Value platform

Through this strategic partnership, FIDA and Progetica introduce a unique advisory platform with high added value. This solution integrates the excellence of the partners, respectively specialized in the analysis and implementation of financial and insurance planning, as well as in the analysis and building of portfolios, but above all it starts from the concrete relationship between advisor and client, combining data and scientific analysis with knowledge of the customer, both in objective terms and in new attitudes, requests and resistance.

From Financial Planning to Value for Money

The new advisory platform powered by FIDA and Progetica stands out for its completeness, monitoring the entire life of customers and managing all the technical phases of advisory in a simple way, from questionnaires to profiling, from financial planning to the choice of insurance and financial securities. This approach aims to build a long-term relationship with customers and attract investors by offering a high level of service.

Modular and Distributed Platform

The proposed solution is presented in a modular and distributed form, both as a platform that can be embedded into existing systems and through customized APIs, offering maximum flexibility to adapt to the various needs of the market.

FIDA and Progetica are committed to redefining the standards of financial advisory, offering a complete service that encompasses every aspect of the client's personal finance.