Communication and collaboration difficulties, high operational risks, time-consuming and repetitive tasks, lack of infrastructure adapted to monitoring joint work: these are just some of the difficulties encountered by players in the savings ecosystem.

Our SaaS and AI-powered platform , Coanda, encapsulates all of our expertise (asset allocation, digital and AI) to meet these needs, by:

• Digitising and securing processes,
• Optimising financial and operational performance,
• Centralisation of information,
• Improved collaboration and communication.

Coanda offers many modules that can be activated according to the users' needs:

• Coanda PMS, our Portfolio Management System dedicated to delegated management and fund portfolios.
• Coanda Portfolio, a collaboration tool for managing one or more portfolios from a defined investment universe.
• Coanda Simulations, the savings plan simulator enriched with our optimisation feature for the best savings recommendations.
• Coanda Risk Profiling, to determine an investor's risk profile.
• Delegated Management Observatory, a benchmarking tool that lets you compare your managed profiles with market benchmarks, using customised indices designed to optimise your performance.