Wealth manager
Create and run simulations and cases for your network, with a clear view of production.
Company
CredizZ brings simulations, shared cases, notifications, and commissions together for firms, brokers, and introducers — one case thread, from the first study to signing.
The problem
Many professionals still run simulations, commissions, and client follow-up through spreadsheets, email, and manual steps.
That split creates errors, wasted time, and no clear view of what the network is actually doing.
The CredizZ answer
CredizZ puts those workflows on one platform: the same case, the same notifications, and the same history for the roles that are allowed to see them.
What CredizZ covers
One platform for firms, brokers, and introducers — built around the case, sharing, and follow-up.
Create and run simulations and cases for your network, with a clear view of production.
Receive shared cases, keep documents and messages together, and follow each deal through to signing.
Submit leads and follow progress and commissions from the web or the mobile app.
Share simulations and cases with the professionals involved — one thread, without scattered email.
Financing scenarios and structured paths based on the products available in CredizZ.
Dashboards and lists to follow prospects, clients, and cases according to the role.
Tell the firm, broker, or introducer as soon as a status or a share changes.
Processing, hosting, and security are described in the site privacy policy.
Indicators adapted to each workspace — firm, broker, or introducer — according to the plan.