Data aggregation
Assets under management are aggregated in real time, with automatic, comprehensive, and reliable data retrieval. This provides you with a complete view of your clients' assets and liabilities, thus facilitating overall wealth management.

Automated compliance
The regulatory documents recommended by the chambers are automatically updated, ensuring your business complies with regulations. Validity deadlines are monitored, and the sending of regulatory documents is automated for greater efficiency.

An optimized interface
Optimize your business with ultra-intuitive and user-friendly software. No more wasted time: your daily operations such as asset consolidation, arbitrage, allocation, and compliance monitoring are completed in just a few clicks.

Monitoring and performance of your activity
Manage your revenue, fees, and outstanding balances in real time. Gain clarity on your cash flow, automate invoicing, and access a consolidated view by client, product, or advisor. Thanks to our integrated accounting module, you can track your business seamlessly from a fluid and intuitive interface.

Safety and performance
All our financial data is encrypted, highlighting our commitment to security. Our technology is approved by the AMF, the ACPR, and the CNIL. We strictly comply with the GDPR and data protection regulations via PSD2.

100% French platform
Our hosting and encryption technologies are 100% French, guaranteeing full compliance with European data security standards and maximum protection of your information and that of your customers.