We have developed multiple solutions to best suit your needs.

Wealth Advisor and Direct for individual savings, Prospeer for employee savings and retirement plans, and Fourgous for the diagnosis and migration of Euro-UC stock into life insurance.

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Completely online

Accessible for all types of structures.

Easily set up.

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Fully automatizable

By using Fundvisory's robot-advisor bricks.

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Comply with regulations

On the adequacy of the profile-advice-product and the traceability of the advice.

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Shorten the duration of customer journey

By 75% thanks to the efficiency and automation of the Fundvisory modules.

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Increases profitability

Of the broker or advisor by a factor of 4.

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Significantly reduce risks

Regulatory and operational risk.

Simulation


The performance simulator allows end clients to visualize the potential evolution of their asset allocation across three scenarios (favorable, median, and unfavorable) over a defined time horizon. It integrates essential parameters such as the initial payment amount, the optional setup of scheduled payments (and their allocation), as well as various management options (securing capital gains, automatic rebalancing, relative stop-loss, and gradual investment).

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Historique

It also provides access to the historical performance of the chosen allocation, offering additional insight to better understand the behavior of their portfolio over time.

Smart Open Bank


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)

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Wealth Direct

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


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.

Wealth Direct
Fourgous
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Fourgous

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.