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Enhance your fund advice value

Intuitive platform that provides a unique client experience to simplify your mutual fund advice construction, sales and tracking.

Independent advisors

Family Offices, Financial Advisors and Intermediary.

Private Banks

Savings Advisors, Wealth and Asset Management Advisors, Solution Engineers, Fund Selectors.

Insurers

Fund Selectors, Financial Engineers

Asset managers

Solution Engineers, Client Managers, Sales, Product Specialists.

Simplify the advice construction

Intelligent fund search and portfolio construction engine

In 10 minutes, find the best funds and build the portfolio best suited to the client’s risk profile.

Ease the advice
explanation

Intuitive performance & risk simulator beyond historical data

In 5 minutes, illustrate the financial savings plan projection, its historical behaviour and future scenario risk.

Automate tracking
& reporting

Fully automated tracking and first class design reporting

Within 1 click, visualize the tracking, send the regulatory and client reporting automatically.

They trusted us!

EnvestBoard allows me to effortlessly find the best funds and enhance my clients' experience with first-class reports.

Charlène NESPOULOUSPartner at Alta Patrimoine

EnvestBoard has simplified our daily life. Thanks to its solution, I am able to build an enhanced fund advice and easily explain its relevance to my clients.

Didier Chedot CEO ISCD PATRIMOINE

Partnering with EnvestBoard has provided us and our wealth manager partners with a truly innovative digital solution for creating and tracking fund advice with a unique user experience.

Aziz Diallo Head of structuring services - NATIXIS IM

EnvestBoard allows me to grow my business by saving time and increasing my customer consulting capabilities. I co-build with them to further improve my business

Eric Dubois PRESIDENT ED PATRIMOINE

Independent advisors

Insurers

Asset managers

They trusted us!

Our partners