Beyond Risk Analysis
Asset Managers
Increase the visibility and understanding of your funds • Enhance your offer strategy and product positioning • Promote your investment solutions
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Wealth Managers
Broaden your selection universe • Create and promote investment solutions • Support your advisers and customers in their understanding of the products • Strengthen the customer experience in line with regulations.
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Institutionnal Investors
Expand your selection universe • Strengthen risk management • Diversify your investment solution
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End-to-End platform dedicated to Investment Funds
EnvestBoard gives access to 150,000 funds, a risk simulator and a platform for monitoring portfolios. This solution facilitates your fund selection, strengthens your risk management & increases your distribution.
Plug & Plays solution
SaaS platform accessible everywhere and available in white label.
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Solutions tailored to your needs
Fund Selection Risk Management Powering Distribution
Search
Criteria about investment, distribution, fees, tax envelopes on a wide database help you quickly find the best selection
Compare
Test and compare funds and portfolios in favorable and adverse scenarios to identify risks
Watchlist
Automate fund tracking in your watchlist and track its historical operations
Search &News
2021-08-05 18:23:07
Un mois record pour l’assurance vie, créateur de nouvelles opportunités?
En juin 2021, l’assurance vie atteint des niveaux inégalés depuis plus de 10 ans.
2021-07-27 23:01:09
Quels scénarios possibles après la décision de la Fed sur les taux le 27-07-2021 ?
Le 22 juillet 2021, la BCE a décidé de conserver des taux bas afin de supporter l’économie européenne, aider à la reprise et conserver le taux d’inflation dans les environs de 2 %
2021-07-15 17:57:52
Analyse des tendances économiques du moment
La pandémie mondiale a conduit à une augmentation remarquable du marché boursier et des stimulus gouvernementaux. Dans le contexte d’une économie mondiale, très volatile, la fortune et le nombre des HNWI (High Net Wealth Individual) ont augmenté à travers le monde.
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