1
Open the sample file
AssureConcept creates a complete overview: family, income, budget, assets, liabilities, insurance and retirement.
Built for Quebec financial professionals
From financial document to structured client file, without retyping everything.
AssureConcept extracts and organizes data from your documents. You review every suggestion before it is added to the client file.
14-day trial, no credit card. The sample case opens after account creation and verification.
Included sample case
Desjardins
Marie Tremblay (Demo)
releve_desjardins_jan2025.pdfFictional bank statement — 15 transactions
- Institution and account detected
- Assets, liabilities, budget and retirement
- Family, insurance and bank document
A concrete workflow
See the product work before using a client document
The “Try the sample case” button actually launches this workflow in the application.
2
Explore the complete file
Review the financial overview and move between planning areas from the client file.
3
Open the statement and its review
The Desjardins statement and its 15 transactions remain available in the file's documents.
Less retyping
Useful data is presented in a consistent structure, ready to be checked.
One centralized file
Documents, assets, liabilities, income and analysis results remain attached to the same client.
Professional control
Extracted data is presented for review, not as decisions made on your behalf.
Trust before automation
Security measures explained clearly
Quebec hosting, encryption, account isolation and professional validation: review the measures applied to the platform.
Start with a file that contains no client data
Explore Marie Tremblay's fictional statement, then judge the workflow for yourself.
Try the sample caseAccount required · email verification · no credit card
