Accelerate your business of investment advisory

An intelligent infrastructure to create, explain and monitor personalized allocation advice in 2 clicks.

Target Audience

Designed for wealth management advisors

Boost your operational efficiency and commercial impact.

Independent Advisors

IFAs, Family Offices, brokers

Accelerate client acquisition & retention

  • Amplify your advisory and support capacity
  • Increase perceived relevance with clients
  • Create significant competitive differentiation

Tailored, structured and rewarding advice for each client.

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Private Banks

Financial institutions

Industrialize your premium advice at scale

  • Build robust & adequate model portfolios
  • Clearly illustrate their relevance to each client
  • Strengthen the premium image of your offering

A premium allocation service, replicable for each client.

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Core Features

Maximize Your Advisory Impact

From diagnosis to proposal: a value chain boosted by powerful tools

Diagnose portfolios

360° analysis in 1 second.

Audit risk profile / portfolio adequacy. Identify performance and risk drivers. Propose areas for improvement.

Build solutions

Optimization in 1 minute.

Select the best funds in 1 click. Generate optimal & adequate allocation. Ensure contract and buylist eligibility.

Explain solutions

Tailor-made pedagogy in 1 click.

Generate a clear, personalized explanation for each client. Illustrate the relevance of your proposal. Deliver premium documentation.

Technology

Plug & Play that industrializes your advisory cycle

A powerful technology infrastructure, designed for wealth management professionals

A unique financial database

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Funds of all categories, analyzed daily

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integrated contracts (life insurance, PER, PEA), covering 99% of the market

An intelligent infrastructure

Machine Learning

to detect risks & opportunities

Agent IA

to personalize pedagogy

Optimization model

advanced to ensure allocation robustness

The automated advisory cycle

01
Diagnose
02
Optimize
03
Explain
04
Monitor

A continuous, automated journey, ready to use.

Client Testimonials

EnvestBoard's impact seen by our pilot clients

They talk about their growth with EnvestBoard

Hadrien Ledit, Wealth Manager

Hadrien Ledit, Wealth Manager

"A relevant tool to justify choices with clients and strengthen advisory quality."

Emilie Jambon, Wealth Manager

Emilie Jambon, Wealth Manager

"A great portfolio modeling tool, EnvestBoard helps me save a lot of time"

Gilles Vogler, Wealth Manager

Gilles Vogler, Wealth Manager

"€200,000 in new assets and UC rate from 36% to 40% in one year thanks to EnvestBoard."
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They trust us

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Acquire and retain your clients
Accelerate your growth

Join the professionals who trust EnvestBoard.