During the year 2024, our company was able to successfully deal with the hazards caused by the the geopolitical and economic situation, it was nevertheless able to achieves all the objectives it had initially set itself, namely :
- finalization of the redevelopment of the user interface of its software packages
- the adaptation of its software packages in such a way as to allow its customers to comply with new legal requirements
- the development of new modules (specific banking interfaces/reporting/etc.)
- consolidation of our presence and development of our customer base in Canada
This while maintaining a significant financial capacity adapted to its future ambitions.
The year 2025 will be a year of maturation during which our company will finalize the implementation of new versions of its software packages with its “customer” base. In addition, it will initiate the development of new modules (dashboard/alert management/etc.) while achieving a profitable result.
According to our three-year planning, we will approach the years 2025/2026/2027 with serenity despite the great challenges facing everyone.
The :
- financial strength of our group
- stability of our staff
- structure of our shareholding (not generating conflicts of interest)
- loyalty of our customers
- development of our presence and our customers in Canada
allowed us to keep our initial commitment made more than 30 years ago :
« ACCOMPANYING OUR CUSTOMERS IN THEIR EVOLUTION
AND THUS GUARANTEE THE INVESTMENT MADE
WHEN ACQUIRING ONE OF OUR SOFTWARE PACKAGES »
For example :
I. We have facilitated and facilitate the migration of our software
to
This option allows our customers to conciliate their current activity with the development of new initiatives in the context of global wealth management (Type Family Office in a «Single» or «Multi Family» configuration) and thus diversify their sources of income.
As part of the migration to CONCEPT Family Office, only the differential in the license price was taken into account in calculating the new fee for customers with a maintenance contract.
II. During the year 2024, we finalized the presentation to our customers the new versions of our software packages :
Users have the option of opening several modules, or even the same module several times, in order to access all the information, at the same time, on one or more screens.
Users have the possibility to define their preferences allowing them to personalize the application such as the zoom level, favorites, etc.
Once the important step has been reached, our company is considering new developments both in terms of the functions of its software packages and services, such as :
- Daily control of bank flows feeding our various software packages
- Various administrative assistance