Solution introduction
Your expertise, in an app designed for your clients
Offer your clients a simple, modern, and secure app to track their assets, view your advice, and better understand your value. A tool that strengthens trust and engagement, reflecting your brand
Overview
The WealthConnect ecosystem, in synergy with WealthPro, simplifies your wealth management support by making it accessible and transparent for you and your clients.
Adding an asset
Your clients can connect their bank accounts and declare their other assets independently. You get a complete overview of their wealth, consolidated in WealthPro, to refine your wealth management strategy.
Powers technology
Bank account and financial product aggregation is provided by Powens, a leading French provider accredited by PSD2. This technology allows your clients to easily connect their banking institutions, while guaranteeing a high level of security and compliance.
Document collection
Your clients can submit their supporting documents directly from the application. Each document is automatically encrypted, classified, and assigned to a regulatory category for integration into your WealthPro environment.
Centralized information
Client-side KYC is automatically synchronized with WealthPro. This provides you with a single, always up-to-date repository to ensure the reliability of your analyses and optimize your follow-up appointments.
Security
The security of your data is our priority. Transmitted via an ACPR-approved partner, it benefits from optimal compliance and enhanced protection thanks to advanced authentication.
