Armundia PLACEPRO

Armundia PlacePro is a Digital Sales platform dedicated to the placement and management of financial and insurance products, including discretionary portfolio management (GPM and GPF), insurance policies and mutual funds. Designed to support bankers in enhancing operational efficiency and service quality, the platform helps increase customer satisfaction through streamlined, transparent, and personalised processes.

PlacePro enables proactive and dynamic portfolio management, reducing risks associated with market fluctuations and strengthening the relationship between professionals and their clients. The application automates the entire product lifecycle – from offer definition and suitability/appropriateness assessment, to distribution, monitoring and post-sale reporting.

Optimised for mobile devices, the platform delivers high performance even in real-time simulations, making it an essential tool for face-to-face advisory interactions. It supports all customer-specific personalisations while offering a guided process built on structured, intuitive and user-friendly logic. The result is a smooth, efficient and high-quality user experience that enhances professional relationships and simplifies day-to-day operations.

Armundia PlacePro ensures full compliance with European regulations (MiFID II, IDD, SFDR), integrates ESG indicators and provides complete traceability of decision-making processes. It also stands out for its high level of customisation and native integration with legacy systems and external data sources, enabling organisations to optimise time, costs and service quality.

A strategic platform to evolve distribution models, strengthen risk control, and promote a modern, responsible and data-driven approach to financial advisory.