Your Smoothest
Path to a Secure Future
Follow a modern 5-step process built to make every choice easier—and every decision smarter.
Lightning-fast, 15 mins only
Smart, conversational planning
Bank-grade protection









1
Chat with Our AI
Like texting a knowledgeable friend
Start with a friendly conversation about your business, goals, and retirement dreams. Our AI asks one question at a time - no overwhelming forms or financial jargon.
Takes 2-3 minutes • No financial experience needed


2
Quick Verification
KYC compliance made simple
We're required by law to verify your identity before providing financial advice. Our streamlined KYC process uses smart document scanning and real-time validation.
Takes 3-5 minutes • AFM compliant process
3
Connect Your Data
Secure integration with your accounting
Connect your accounting software for accurate financial analysis. One-click integration with bank-level security. We only access what we need.
What we access:
• Revenue and profit trends (last 3 years)
• Business expenses and cash flow
• Current financial position
Takes 3-5 minutes • AFM compliant process


4
AI Analysis
Your personalized retirement roadmap
Our AI analyzes your financial data and creates a personalized retirement plan. Get clear insights with our traffic-light system showing exactly where you stand.
Takes 3-5 minutes • AFM compliant process
5
Choose & Invest
3 investment strategies tailored for you
Choose from three carefully crafted investment strategies, each designed for different risk appetites and retirement goals. Start investing with just a few clicks.
Takes 3-5 minutes • iDEAL payments • Start from €50/month





