Business introduction
Harvest is a leading FinTech for software dedicated to the wealth and finance professions
The group support professionals with solutions covering the entire wealth and financial value chain, designs digital solutions and makes available the information for wealth and finance decisions for 35 years
As a data specialist, it enables the automated construction of efficient, tailor-made portfolios. With more than 4,600 corporate clients, the group offers a range of software and services that are highly sought-after by professionals wishing to develop high added-value advice.
Software editor and digital solutions creator for wealth management and finance professionals.
Harvest Solutions
Data Solutions
Our prioritary database encompasses +150,000 share classes and +800 life insurance products and accumulation products. Funds Powered by + 1,500 distinct sources, our proprietary database is for back, middle and front offices' uses. It covers several financial supports: funds, ETFs, life insurance products, REITs, private equity funds, structured products, etc. ESG dimension Since 2019, we......
business needs
view solutionDigital Distribution Platform
The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office. Pension, provident and savings client pathways with the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised product. Subscription for life insurance, real estate investment trust and......
business needs
view solutionWealth Management Solutions
The wealth management benchmark solution to strengthen your expertise and enhance your advice. A single tool with all wealth management topics to support your clients at every stage of their lives. Wealth analysis Support your clients by carrying out global or thematic wealth studies (real estate, insurance, taxation, retirement, pension, transmission, specific solutions......
