Fundvisory
Created in 2015
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
162 817Activities
Technologies
Entity types
Location
114 Rue la Boétie, 75008 Paris, France
Paris
France
Employees
Scale: 11-50
Estimated: 14
SIREN
814549911Engaged corporates
8
7 4Added in Motherbase
6 years, 1 month ago
fintech Value proposition
[Automatic translation follows] High-performance savings accessible to all.
Fintech & Portfolio Construction.
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).
Customized 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 relationship. 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.
FUNDVISORY
L'épargne performante accessible à tous
https://www.fundvisory.fr/
| Corporate | Type | Tweets | Articles | |
|---|---|---|---|---|
 Groupe BPCE Bank, Banking | Groupe BPCE Bank, Banking | Other 13 Mar 2019 | | |
 Allianz X Insurance, Venture Capital and Private Equity Principals | Allianz X Insurance, Venture Capital and Private Equity Principals | Other 16 Sep 2016 | | |
 Aviva Investors Insurance, Financial Services | Aviva Investors Insurance, Financial Services | Capitalistic Partnership Not event 27 Jul 2018 | | |
 Finance Innovation Public business cluster, French Cluster, Financial Services | Finance Innovation Public business cluster, French Cluster, Financial Services | Other 6 Feb 2019 | | |
 BNP Paribas Bank, Banking | BNP Paribas Bank, Banking | Not capitalistic Not partnership Event 2 Jul 2016 | | |
 MACIF Insurance, Health, Mutual insurance | MACIF Insurance, Health, Mutual insurance | Capitalistic Not partnership Not event 11 Jul 2018 | | |
 Pro.com Insurance, Technology, Information and Internet | Pro.com Insurance, Technology, Information and Internet | Capitalistic Not partnership Not event 11 Jul 2018 | | |
 AG2R LA MONDIALE Insurance, Mutual insurance | AG2R LA MONDIALE Insurance, Mutual insurance | Not capitalistic Partnership Not event 4 Feb 2021 | | |