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In today’s society, the mass of information thrown at people renders it increasingly complex to manage. Think of comparing the offers of mobile phone operators. It is no different when you want to compare the performance, offering and fees for example of your existing financial providers.

Today’s financial providers’ business model exposes a conflict of interest, leading thus to a recurring lack of independence. Once you understand the business model of the worldwide traditional financial providers, it is clear that there is a conflict of interest for the client advisor, CIO (Chief Investment Officer), etc. between serving the client and the financial objectives of his employer.

To collect the data, to review it, to assess the performance according to a benchmark, to control the fees, to understand the latest research, to adapt the client’s asset allocation in consequence, this is time consuming.