Investing is a complex issue, but implementing innovation and best practices should allow us to make things easier for our Clients

Concerning technology, we invest with reference partners:

• Databases, analysis & research services
• Reporting to Clients, including a private Web Portal
• Integration of ESG factors
• Tools for multichannel communication
• Integrated digital signature
• Cloud private space with highest security and confidentiality standards

Concerning best practices, we are members of Fecif, European Federation of Financial Advisors and Intermediaries