“During the entire process, there were no surprises, thus ensuring the project was completed on time, on budget and to expectation. Within one year, tens of thousands of policies were converted. The open communication, the solutionoriented, tight project management, and the knowledge and experience on both technical and actuarial levels …

“An important competitive factor in the market with the most affluent customers is the ability to provide unique consultancy. Our advisors can now do so after our implementation of WealthPlan. We can offer our customers a complete overview of their total wealth, and illustrate suggestions on how they can optimize …