We adapt our approach to each partner in order to match with your expectations and adapt to your constraints.

Here is an example of our process for a major French broker, who wanted to offer automated diagnostic, profiling and consulting services to its clients in their current accounts.

Our algorithms analyze clients' outstanding balances and provide them with a risk diagnosis.

Then, the client goes through a recreational/fun and intelligent questionnaire aiming to define his project and assess his level of risk tolerance.

Based on these answers, the asset allocation engines propose to the client and his advisor a personalized allocation, adapted to the client's constraints and the context of his contract.

The client and his advisor can eventually simulate their payments as well as modify the allocation according to the profile.

The Fundvisory platform then takes care of the document preparation and the transmission of arbitration and/or payment orders directly.

Fundvisory has answered to this need by creating a white-label platform and allowing the broker to insert iFrame into his existing customer journey, making the addition of services completely transparent and natural to the end customer.

The particularity of this service is that it can be accessible to both end-customers and their advisors by co-browsing either remotely or together in a physical meeting, providing a perfect client-advisor interaction.