Accessible for all types of structures.
Easily set up.
By using Fundvisory's robot-advisor bricks.
On the adequacy of the profile-advice-product and the traceability of the advice.
By 75% thanks to the efficiency and automation of the Fundvisory modules.
Of the broker or advisor by a factor of 4.
Regulatory and operational risk.
Fundvisory propose aux banques, aux assureurs, aux teneurs de compte et à leurs réseaux de conseil des solutions clés en main pour déployer une architecture SaaS ou BaaS ouverte et flexible en moins d’un mois et sans intégration informatique.
Fabriquez votre plateforme B2B(2C) en intégrant les API Fundvisory et les API partenaires (bancaire, agrégation, KYC/KYB, AML)
Wealth Direct is a next-generation modular platform, serving as white-label extranet for insurers, brokers and banks wishing to offer a comprehansive dashboard to their end customers. It integrates investment actions and automated advice (or advice pushed by financial advisors), both on new products (e.g. subscription of a new life insurance contract online), and on existing customer portfolios (alerts, advice or diagnostics allowing to reallocate savings according to one's projects).
Wealth Advisor is an extranet coupled with a CRM that allows wealth advisors to manage their client bases, from subscription to investment actions, including risk profiling, KYC/LAB and automated dynamic advice. Thanks to an aggregation brick, Wealth Advisor allows to import all savings available online in order to offer a complete view of a client saving plans to an advisor. Communication between advisor and client is ensured by the dedicated online space per customer. Like Wealth Direct, Wealth Advisor addresses both existing and new needs.
The intelligent platform of diagnosing and monitoring customer data and receivables
On its administrator's console, Fourgous allows the implementation of a migration strategy over a digital journey, and the monitoring of the migration progress in real time. It is the only solution in France that allows insurers and their clients to rationalize and optimize their exposure to Euro funds.