Digital and innovative modular solutions
From deep understanding of customer needs to personalised project follow-ups
Our open architecture allows you to integrate your products and constraints. You can customize your API and your interface directly on your console.
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.
Choose your API, your interface from a constantly evolving library. Each module is independent and can easily connect with one another.
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.
The storage of your data complies with the GDPR requirements in terms of data usage and internal procedures.
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.
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.
Thanks to the improved advice provided by this robo-advisor, investments in wealth products have increased significantly among clients with a suitable profile and needs. This is a very good complement to the work of our advisors.
Approximately 150 advisors using the Fundvisory tehcnology succeed to reach around a hundred thousands end clients.
We needed this type of tool to help our advisors to better meet clients' expectations in today's very complex and regulated environment.