Efficient savings plan for all

Digital and innovative modular solutions
From deep understanding of customer needs to personalised project follow-ups

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They trust us

AG2R
Aviva
Natixis Beyond Banking
Macif
Epsens
Regardbtp

A unique technology for wealth consulting services

Personaliser sans limites

Customize without limits

Our open architecture allows you to integrate your products and constraints. You can customize your API and your interface directly on your console.

Personaliser sans limites
Anticiper la réglementation

Anticipate regulations

Our solutions are developed in compliance with DDA, MiFID 2 and PRIIPS standards. They meet all mandates and regulations in terms of adequacy and traceability.

Choisir ses modules

Compose your modules

Choose your API, your interface from a constantly evolving library. Each module is independent and can easily connect with one another.

Choisir ses modules

Safety is our priority

Sécurité

Security

Data is stored on encrypted disks in dedicated servers hosted in France. A perfect segregation is operated between user data and applicable sources for each of our partners.

Confidentialité

Confidentiality

The storage of your data complies with the GDPR requirements in terms of data usage and internal procedures.

Réglementation

Regulations

Fundvisory is an accredited financial adviser/broker with the ORIAS and a member of the CNCIF. We make your security and that of your clients' our priority.

Fiabilité

Reliability

The plateforms are replicated on three seperate sites to ensure very high system availability. The security level of our plateforms is audited annually by an external expert firm.

They reference us