Private Banks

Multiply your capacity for
financial advisory

  • Premium client experience at scale
  • Accelerate the growth of your assets
  • Optimize your financial engineering costs

Transform your model portfolios into a powerful growth engine

For engineering and management teams

Build optimal model portfolios

Identify market opportunities in one click

Instantly select the best funds for your themes

Optimize allocations in one minute for each risk profile

For private bankers

Showcase the relevance of your advisory

Demonstrate portfolio-client profile adequacy

Illustrate potential performance with pedagogy

Generate premium personalized reporting

Model portfolios are shared in 1 click between teams with their argumentation support.

4 pillars to transform your advisory

From selecting the best funds to PRIIPS documentation instantly

Select

Instantly identify the best funds based on your quantitative criteria.

Create

Create your optimal model portfolios by risk profile.

Sell

Illustrate with pedagogy to demonstrate allocation relevance.

Access

All regulatory documentation (PRIIPS, prospectus, reporting).

Scalable solution for your business needs

Business Efficiency Offer
  • Plug & Play
  • Individual or team access
  • Seamless team collaboration
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Enterprise Offer
  • Dedicated environment & resources (data, security, compliance)
  • White label (branding, features)
  • API & IS Integration
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Our clients testify to the EnvestBoard impact

0 %

reduction in operational time

0 %

expressed client satisfaction

Jean-Jacques Legendre, CEO

Jean-Jacques Legendre, CEO

"I tested all solutions, and it's the quality of the model that makes all the difference."

Steve Mauffrey, CEO

Steve Mauffrey, CEO

"A solution that simplifies our daily work as advisors."
Discover all client experiences →

Give a new dimension to your private advisory

Discover the added value of EnvestBoard for your distribution and financial engineering model.