Fundvisory
Entity

  • Fundvisory

    Created in 2015
  • BETA

    Up & running (A)
    Existing signals show a regular activity

  • Social networks

    162 813

  • Activities

    fintech

  • Technologies

    Data Analytics

  • Entity types

    Startup

  • Location

    114 Rue la Boétie, 75008 Paris, France

    Paris

    France

  • Employees

    Scale: 11-50

    Estimated: 14

  • SIREN

    814549911

  • Engaged corporates

    6
    5 3

  • Added in Motherbase

    5 years, 7 months ago
Description
  • Value proposition

    [Automatic translation follows] Effective savings accessible to all.

    Fintech & Construction Portfolio.

    Robo-advisor integration
    Our digital robo-advisor platform is flexible and modular to easily integrate with our partners (banks, insurers, SGP, family office, CGPI and brokers).

    Custom Allocation Models
    We design allocation models adapted to your constraints and needs. Our experience in portfolio construction and our cutting-edge research in asset allocation guarantee you robust and expert models.

    Optimized customer journey
    We offer a simple and pleasant customer journey based on a profiling questionnaire, a mapping of responses to an investor profile, all leading to a personalized portfolio.

    Client analytics
    All the data collected is used in data science to improve your targeting and your customer relations. Thanks to a better understanding of your prospects, your digital marketing will be optimized.

    Strong authentication
    We equip our platforms with advanced authentication systems such as One Time Password. Our secure architecture allows for high confidentiality of customer data.

  • Original language

    L'épargne performante accessible à tous.

    Fintech & Portfolio Construction.

    Intégration robo-advisor
    Notre plateforme digitale de robo-advisor est flexible et modulaire pour s’insérer facilement chez nos partenaires (banques, assureurs, SGP, family office, CGPI et courtiers).

    Modèles d’allocation personnalisés
    Nous concevons des modèles d’allocation adaptés à vos contraintes et vos besoins. Notre expérience en construction de portefeuilles et notre recherche de pointe en allocation d’actifs vous garantissent des modèles robustes et experts.

    Parcours client optimisé
    Nous proposons un parcours client simple et agréable s’appuyant sur un questionnaire de profilage, un mapping des réponses vers un profil investisseur, le tout conduisant à un portefeuille personnalisé.

    Client analytics
    Toutes les données recueillies sont utilisées en data science afin d’améliorer votre ciblage et votre relation client. Grâce à une meilleure compréhension de vos prospects, votre marketing digital sera optimisé.

    Authentification forte
    Nous équipons nos plateformes de systèmes d’authentification avancée de type One Time Password. Notre architecture sécurisée permet une confidentialité élevée des données client.

Corporate interactions BETA
Corporate TypeTweets Articles
Groupe BPCE
Groupe BPCE
Bank, Banking
Groupe BPCE
Bank, Banking 		Other

13 Mar 2019


Allianz X
Allianz X
Insurance, Venture Capital and Private Equity Principals
Allianz X
Insurance, Venture Capital and Private Equity Principals 		Other

16 Sep 2016


Aviva Investors
Aviva Investors
Insurance, Financial Services
Aviva Investors
Insurance, Financial Services 		Capitalistic
Partnership
Not event

27 Jul 2018


BNP Paribas
BNP Paribas
Bank, Banking
BNP Paribas
Bank, Banking 		Not capitalistic
Not partnership
Event

2 Jul 2016


MACIF
MACIF
Insurance, Health, Mutual insurance
MACIF
Insurance, Health, Mutual insurance 		Capitalistic
Not partnership
Not event

11 Jul 2018


Pro.com
Pro.com
Insurance, Technology, Information and Internet
Pro.com
Insurance, Technology, Information and Internet 		Capitalistic
Not partnership
Not event

11 Jul 2018


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