Faced with increased competition, pressing client needs and declining margins asset management companies must increase their service levels, to maintain and gain new market share.
EnvestBoard offers an end to end platform co-constructed with asset managers to industrialize fund portfolio construction and accelerate fund promotion.
1. Advice construction
– Simply create customized portfolios to meet customer needs
– Industrialize portfolio monitoring
– Accompany and follow the sale of the portfolio
– Sustainable finance
– Financial Saving Schemes
Build in a few clicks a robust advice in line with your client's needs.
2. Accelerate the sale of your products
– Content
Share the qualitative data with your clients
Facilitate the understanding of their added values at the time of selection
Illustration in scenario
Collaborative sales support with recipients
– Presentation
Objectivize your sales pitch
Contextualize the presentation of your funds in your clients’ allocation
Present your funds in different market scenarios
Make it easy to understand your products to speed up their sale.