Create your online distribution platform for financial products

Asset managers sale your products online on a secured platform without the help of any IT staff

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Sale your financial products and unlisted funds on an online personalized and secured platform. Build a digital relationship with your customers and partners!

Online access for all of your customers

Online access for all of your customers

Bring everything online, a personalized platform dedicated only to your customers and a place to build your online customer relationship management.
Your customers can now update their profiles, investment criteria, subscribe to products, sign juristic documents and manage financial flows based on funding operations of their own.
Your clients can follow all updates and changes in their funds, operation documents and can start a live chat with you on the platform.
A private and direct access for each wealth management advisor

A private and direct access for each wealth management advisor

Follow up on your distribution network by connecting your wealth management advisors to your online platform.
The advisors can follow up with their customers and help them at each step of their online investments.
Manage the mandates by allowing access to your products only to a certain group of advisors and to their clients.
An intuitive and complete back office

An intuitive and complete back office

Within only a few days you will be able to manage the platform entirely with very little staff.
Launch new subscription operations and update all key indicators useful to your clients such as share price, exit price, dividend, return rate
Keep an eye on all activity-based data from investors, advisors, subscriptions and legal documents.
You can manage your entire platform and functionalities based on your legal obligations from your dashboard.
Distribute and sale your unlisted products online

Distribute and sale your unlisted products online

Distribute all types of financial products on your platform : savings products, mutual funds, public corporation, life insurance and more
Manage all subscription terms and conditions, attach legal documents, and give access to historical data to accelerate your customers’ subscription rate.
Verify all subscription policies by confirming that you have received all payments and signatures on all documents for each project.
Support and maintenance

Support and maintenance

Our team assists you in managing your platform with a coach, assistance and business expertise.
We work on all technical aspects to make the administration process as simple as possible on your side.
Our team also ensures the maintenance and updates on all new features upon your request.

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