Explore our product
Supercharge your investment services with our leading solution.
We automate and digitize reporting, advisory and discretionary portfolio management processes
Our product adapts to the specific needs of your business thanks to its modular approach
We cover the entire life cycle of wealth management, guaranteeing regulatory compliance from start to finish.
All in one
Covers the entire life cycle of wealth management.
Under control
Ensure regulatory compliance from start to finish.
Revolutionary Expertise
Consolidates more than 20 years of experience.
Your way
It adapts to the needs of your business thanks to its modular approach.
Discover how our modules boost your investment services
Advise your clients with ADVICE
Ensure regulatory and business requirements
Multiply your productivity by mitigating legal and operational risks
Plan your clients' vital goals with 360º advice
Optimize your customer satisfaction with proactive management
Follow the evolution of portfolios with REPORTING
Adapt the depth of the report for each client
Add multiple custodian or family unit accounts
Customize the format and content of the report
Automate the generation of reports for all your clients
Automate Discretionary Portfolio Management with MANAGE
Customize management according to the mandate of each contract
Multiply your efficiency with rebalancing and massive operations
Sophisticate your strategies through building blocks
Control your management to the millimeter with tailored alerts
Boost your commercial activity with MONITOR
Monitor the evolution of portfolio risk accurately
Keep all your appointments and tasks in one place
Optimize your commercial management with campaigns, objectives and proactive alerts
Take control of your business with our dashboard
Connect with your clientele with our CUSTOMER WEBSITE
Involve your clients from a portal with the character of your entity
Enhance the operational autonomy of your clients with our platform
Keep your clients informed about their portfolios and investment proposals
Revolutionize your customers' experience with access to an exclusive digital channel
Access the cutting edge in wealth management with
OPENFINANCE ECOSYSTEM
Connect to the modular ecosystem with the best wealthtech solutions.
Transform your business and get ahead of change with the most innovative solutions.
Say goodbye to integration costs with multiple platforms.
Improve operational efficiency globally
And much more !
Maximize your potential by scaling the management and shipping of your orders.
Industrialize your order reception and transmission service.
Simplify your management and centralize all your documents.
Integrate any resource through the API Manager.
Customize your services according to your clients' preferences.
