Collaborative platform

The platform that connects
your B2B ecosystem

One workspace for wealth managers, brokers and business introducers. Keep simulations, cases, and exchanges with your network in a single tool.

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Wealth management

Create simulations, manage clients, and share them with your brokers

Broker

Receive and work shared cases, collaborate with your network, and follow progress in CredizZ

Introducer

Submit qualified leads and follow your commissions in real time

Built for brokerage

One system for your growth.

CredizZ connects firms, brokers and introducers around the same simulations, notifications and commissions — from the first study through to the signed deed.

Firm and control

Run simulations, network and production

The CredizZ admin desk brings production, shared files and broker activity together. Follow simulations, follow-ups and firm performance without spreadsheets or scattered tools.

Broker

Take every file through to the deed

Receive shared simulations, keep documents and messages in one place, notify the network and follow prospect status — from analysis to signature, in one compliant workflow.

Business introducer

Submit, track, get paid

Introducers submit qualified leads from the web or the mobile app, see progress in real time and follow the commissions owed to them — without chasing anyone by email.

CredizZ

CredizZ ecosystem

Three roles, one source of truth.

Managers, brokers and introducers work on the same files, the same notifications and the same history. Collaboration, transparency and compliance — without friction.

€500k+

in financing requested through simulations

4 roles

connected in real time

1 app

for introducers and brokers

<3 min

to send a simulation

The CredizZ flow

Four roles. One flow.