WRISE 昇世研修 im Vergleich zu PortfoPlus Nutzung und Statistiken

Managing policies across different insurance companies can be complicated and time-consuming. PortfoPlus helps individual users and financial advisors consolidate all policies into a single platform, providing a clear overview of coverage and ensuring support is available when it matters most. - For individuals: A one-stop solution to manage all policies and stay informed about coverage. - For financial advisors: Quickly assess clients' existing policies and offer more precise recommendations. - Smart Insights: AI-powered analysis to identify protection gaps and provide better financial planning. PortfoPlus makes insurance management more transparent and efficient, helping users stay in control of their coverage and make smarter decisions. (Available for individual users and financial advisors from specific corporates only)