Your everyday tool to manage your business with a powerful asset CRM

Manage your establishment and compliance, improve your knowledge of your clients and your proximity to them and aggregate their portfolios

Customer Portfolio Management

• Enter into relationships simply and easily
• Put customer and prospect knowledge at the heart of your operations
• Respect regulations and compliance with a level of excellence throughout the regulatory process (engagement letter, LCBFT control, DDA or MiFID2 process, obligations of the CIF status)
• Identify the investor profile and measure the preferences of your clients (financial knowledge and experience, risk appetite, sensitivity to loss, ESG preferences)
• Aggregate your clients' account statements and perform all management actions on a single tool integrating electronic signature
• Analyse your portfolios to advise your clients (performance, diversification, style analysis)
• Conduct sales campaigns by selecting your clients via relevant asset queries

A client portal to optimise knowledge and communication with your clients

• Dematerialise and optimise the entry into the relationship
• Provide your clients with a 360° view of their assets
• Allow your clients to share their assets with you for optimal global advice
• Capitalise on the data collected to save time updating your KYC and optimise your commercial approach
• Communicate effectively and safely with your clients and strengthen your relationship

Customisation of the solution for your establishment

• Customise your digital or printed editions with your company name and colour
• Create your own sales operations and associated workflows
• Develop your commercial proactivity thanks to automatic alerts and notifications, and automate your marketing activities
• Benefit from a large network of aggregated partners and the digitisation of associated management actions
• Customise your regulatory requirements with your own process