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Find a way
at any point of your journey
A snap is like a compass tuned with your circumstances
and with the north pointing to your goal
HOW IT WORKS
A compass for your journey
imap provides information that makes making decisions about financial investments
easier using 3 different types of snaps:
Learn more about what is inside each type of snap
how it works
snaps
Calibrate your plan
How your current plan fits to your goal?
Are your targets good enough to achieve your goal? Is your risk profile too hazardous?
How do you need to rebalance your plan based on your current circumstances?
Decipher
your footsteps
Why your journey has evolved as it has?
Are your investments simple and diversified? Are you timing the market disciplined?
Are your taxes efficient? Should you minimize more your costs?
Information
to take action
What could you do to move fast-forward towards your goal? Which products could you drop and which ones could you add? How can you reduce costs and improve the tax efficiency? How can you be more disciplined?
Do you still have questions?
If you need more information, send us a message.
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