Investing is a complex issue, but implementing innovation and best practices should allow us to make things easier for our Clients

Concerning technology, we invest with reference partners:

  • Databases, analysis & research services
  • Reporting to Clients, including a private Web Portal
  • Integration of ESG factors
  • Tools for multichannel communication
  • Integrated digital signature
  • Cloud private space with highest security and confidentiality standards

Concerning best practices, we are members of Fecif, European Federation of Financial Advisors and Intermediaries