{"id":1761,"date":"2025-09-19T08:41:08","date_gmt":"2025-09-19T08:41:08","guid":{"rendered":"https:\/\/wizio.fr\/blog\/?p=1761"},"modified":"2025-12-04T10:45:40","modified_gmt":"2025-12-04T10:45:40","slug":"les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite","status":"publish","type":"post","link":"https:\/\/wizio.fr\/blog\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\/","title":{"rendered":"Les am\u00e9liorations techniques de Wizio : encore plus de simplicit\u00e9 et d\u2019efficacit\u00e9"},"content":{"rendered":"\r\n

Chez Wizio, nous faisons \u00e9voluer en continu notre plateforme pour qu\u2019elle r\u00e9ponde toujours mieux \u00e0 vos besoins. Chaque am\u00e9lioration est pens\u00e9e pour vous aider \u00e0 gagner du temps, s\u00e9curiser vos analyses et renforcer la qualit\u00e9 de vos recommandations. Voici un aper\u00e7u des derni\u00e8res \u00e9volutions mises en place.<\/p>\r\n\r\n\r\n\r\n

Un nouveau simulateur d\u2019assurance-vie<\/strong><\/h2>\r\n\r\n\r\n\r\n

Avec l\u2019ajout d\u2019un simulateur d\u00e9di\u00e9 \u00e0 l\u2019assurance-vie, vous disposez d\u00e9sormais d\u2019un outil complet pour mod\u00e9liser des strat\u00e9gies patrimoniales. Il devient plus simple de comparer diff\u00e9rents sc\u00e9narios, d\u2019anticiper la performance future d\u2019un contrat et de d\u00e9montrer concr\u00e8tement \u00e0 vos clients l\u2019impact de leurs choix.<\/p>\r\n\r\n\r\n\r\n

Une interface modernis\u00e9e pour les simulateurs<\/strong><\/h2>\r\n\r\n\r\n\r\n

Parce que l\u2019exp\u00e9rience utilisateur est tout aussi importante, nous avons modernis\u00e9 l\u2019interface des simulateurs. Plus lisible et plus claire, elle facilite la saisie et rend la navigation plus intuitive. Vous gagnez en confort d\u2019utilisation et pouvez consacrer votre \u00e9nergie au conseil, plut\u00f4t qu\u2019\u00e0 la manipulation de l\u2019outil.<\/p>\r\n\r\n\r\n\r\n

Des modules Analytics simplifi\u00e9s et enrichis<\/strong><\/h2>\r\n\r\n\r\n\r\n

Les \u00e9volutions des modules Analytics sont le fruit direct des retours de notre communaut\u00e9 d\u2019utilisateurs. L\u2019acc\u00e8s \u00e0 l\u2019information est d\u00e9sormais plus simple : il n\u2019est plus n\u00e9cessaire de retenir le code produit, la recherche peut se faire par nom.<\/p>\r\n\r\n\r\n\r\n

Les analyses sont aussi plus souples et adapt\u00e9es \u00e0 vos besoins. Vous pouvez, selon les cas :<\/p>\r\n\r\n\r\n\r\n

    \r\n
  • Obtenir une vision consolid\u00e9e de l\u2019ensemble de vos clients,<\/li>\r\n\r\n\r\n\r\n
  • Ou plonger dans le d\u00e9tail d\u2019un seul portefeuille, avec la m\u00eame simplicit\u00e9.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n

    Cette double approche rend vos diagnostics plus rapides et plus pr\u00e9cis, tout en vous laissant la libert\u00e9 d\u2019adapter l\u2019outil \u00e0 vos m\u00e9thodes de travail.<\/p>\r\n\r\n\r\n\r\n

    Une saisie de portefeuilles mod\u00e8les plus fluide<\/strong><\/h2>\r\n\r\n\r\n\r\n

    La construction de portefeuilles mod\u00e8les est une \u00e9tape cl\u00e9 dans vos missions quotidiennes. L\u2019interface a \u00e9t\u00e9 retravaill\u00e9e pour rendre cette op\u00e9ration plus fluide. L\u2019ajout ou la modification de lignes se fait d\u00e9sormais de fa\u00e7on plus intuitive, et la gestion des allocations devient plus souple. R\u00e9sultat : moins de frictions, moins de risques d\u2019erreurs et un gain de temps tangible dans vos processus.<\/p>\r\n\r\n\r\n\r\n

    Un nouvel onglet \u201cVigilance\u201d pour les personnes morales<\/strong><\/h2>\r\n\r\n\r\n\r\n

    Jusqu\u2019ici, la saisie des informations li\u00e9es \u00e0 la vigilance des personnes morales se limitait \u00e0 un champ r\u00e9duit, insuffisant pour un suivi complet. Nous avons corrig\u00e9 cette limite en cr\u00e9ant un onglet enti\u00e8rement d\u00e9di\u00e9. D\u00e9sormais, le niveau de d\u00e9tail est identique \u00e0 celui disponible pour les personnes physiques. Cette \u00e9volution repr\u00e9sente un vrai atout pour votre conformit\u00e9 r\u00e9glementaire et vous permet de g\u00e9rer vos dossiers plus sereinement.<\/p>\r\n\r\n\r\n\r\n

    Des tags enrichis avec une description<\/strong><\/h2>\r\n\r\n\r\n\r\n

    Les tags ne se limitent plus \u00e0 un simple nom court. Vous pouvez \u00e0 pr\u00e9sent leur associer une description d\u00e9taill\u00e9e, ce qui change radicalement leur utilit\u00e9.<\/p>\r\n\r\n\r\n\r\n

    Cela vous permet de :<\/p>\r\n\r\n\r\n\r\n

      \r\n
    • Contextualiser chaque tag pour mieux comprendre son usage,<\/li>\r\n\r\n\r\n\r\n
    • Assurer une coh\u00e9rence dans vos pratiques de suivi, m\u00eame \u00e0 plusieurs,<\/li>\r\n\r\n\r\n\r\n
    • Et \u00e9viter la perte d\u2019informations dans la dur\u00e9e.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n

      Une am\u00e9lioration simple mais pr\u00e9cieuse, qui facilite le travail collaboratif et la continuit\u00e9 du suivi client.<\/p>\r\n\r\n\r\n\r\n

      Ces nouveaut\u00e9s techniques illustrent la volont\u00e9 de Wizio de rester au plus pr\u00e8s de vos besoins. En modernisant nos interfaces, en enrichissant les fonctionnalit\u00e9s existantes et en introduisant de nouveaux modules, nous cherchons \u00e0 rendre votre travail plus fluide, plus pr\u00e9cis et plus conforme aux exigences r\u00e9glementaires. Ces \u00e9volutions sont directement inspir\u00e9es de vos retours et traduisent notre engagement : construire, avec vous, une solution toujours plus performante et tourn\u00e9e vers vos usages m\u00e9tier.<\/p>\r\n","protected":false},"excerpt":{"rendered":"

      Chez Wizio, nous faisons \u00e9voluer en continu notre plateforme pour qu\u2019elle r\u00e9ponde toujours mieux \u00e0 vos besoins. Chaque am\u00e9lioration est pens\u00e9e pour vous aider \u00e0 gagner du temps, s\u00e9curiser vos analyses et renforcer la qualit\u00e9 de vos recommandations. Voici un aper\u00e7u des derni\u00e8res \u00e9volutions mises en place. Un nouveau simulateur d\u2019assurance-vie Avec l\u2019ajout d\u2019un simulateur […]<\/p>\n","protected":false},"author":4,"featured_media":1787,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[44,77],"tags":[],"class_list":["post-1761","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-logiciels","category-news"],"yoast_head":"\nLes am\u00e9liorations techniques de Wizio : encore plus de simplicit\u00e9 et d\u2019efficacit\u00e9 - Wizio<\/title>\n<meta name=\"description\" content=\"Logiciel gestion patrimoine mise \u00e0 jour : nouveau simulateur assurance-vie, interface modernis\u00e9e et modules Analytics enrichis sur Wizio.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wizio.fr\/blog\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Les am\u00e9liorations techniques de Wizio : encore plus de simplicit\u00e9 et d\u2019efficacit\u00e9 - Wizio\" \/>\n<meta property=\"og:description\" content=\"Logiciel gestion patrimoine mise \u00e0 jour : nouveau simulateur assurance-vie, interface modernis\u00e9e et modules Analytics enrichis sur Wizio.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wizio.fr\/blog\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\/\" \/>\n<meta property=\"og:site_name\" content=\"Wizio\" \/>\n<meta property=\"article:published_time\" content=\"2025-09-19T08:41:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-04T10:45:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/wizio.fr\/blog\/wp-content\/uploads\/2025\/09\/Amelioration-technique.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1\" \/>\n\t<meta property=\"og:image:height\" content=\"1\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Charlotte\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Charlotte\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\\\/\"},\"author\":{\"name\":\"Charlotte\",\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/#\\\/schema\\\/person\\\/cbbf8c57f1a5d577a545df43a0c3ecf2\"},\"headline\":\"Les am\u00e9liorations techniques de Wizio : encore plus de simplicit\u00e9 et d\u2019efficacit\u00e9\",\"datePublished\":\"2025-09-19T08:41:08+00:00\",\"dateModified\":\"2025-12-04T10:45:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\\\/\"},\"wordCount\":632,\"publisher\":{\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/09\\\/Amelioration-technique.png\",\"articleSection\":[\"logiciels\",\"News\"],\"inLanguage\":\"fr-FR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\\\/\",\"url\":\"https:\\\/\\\/wizio.fr\\\/blog\\\/les-ameliorations-techniques-de-wizio-encore-plus-de-simplicite-et-defficacite\\\/\",\"name\":\"Les am\u00e9liorations techniques de Wizio : encore plus de simplicit\u00e9 et d\u2019efficacit\u00e9 - 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