#Roboadvisory As A Service for institutional distributors (CGP, IFA, Private Bank, Insurance companies, AM...) #Fintech, #Wealthtech, BtoB, White labeling" title="" class="btn" data-container="body" data-html="true" data-id="3016" data-placement="top" data-toggle="popover" data-trigger="focus" style="color:#b3d4fc" tabindex="0" data-original-title="FundShop"> 1,021 763
Activities
Entity types
Location
91 Rue du Faubourg Saint-Honoré, 75008 Paris, France
Paris
France
Employees
Scale: 11-50
Estimated: 7
Engaged corporates
2Added in Motherbase
6 years, 6 months ago[Automatic translation follows] Tools to distribute personalized, contextualized and automated advice to savers. BtoB Fintech WealthTech
Created in 2013, Fundshop is a pioneer of fintech in France. We offer professionals in the distribution of savings products for technological solutions intended to digitize the broker/customer relationship and automate the instruction and processing of operations with suppliers.
Our bricks are delivered in the form of a white label route and meet business needs such as compliance, subscription, arbitration campaigns and customer reporting.
The FUNSSHOP allowance engine makes it possible to distribute recommendations to each customer by automatically adapting to the constraints of the products and the objectives of the customer while taking into account the existing allowance of the contract.
Wealth Management, Fintech, Finance, and Portfolio Management
Des outils pour diffuser un conseil personnalisé, contextualisé et automatisé aux épargnants. BtoB Fintech Wealthtech
Créé en 2013, FundShop est un pionnier de la Fintech en France. Nous proposons aux professionnels de la distribution de produit d'épargne des solutions technologiques destinées à digitaliser la relation courtier/client et automatiser l'instruction et le traitement des opérations auprès des fournisseurs.
Nos briques sont livrées sous forme de parcours en marque blanche et répondent aux besoins métier tels que que la conformité, la souscription, les campagnes d’arbitrage et le reporting client.
Le moteur d'allocation de FundShop permet de diffuser des recommandations à chaque client en s’adaptant automatiquement aux contraintes des produits et aux objectifs du client tout en prenant en compte l'allocation existante du contrat.
Wealth management, Fintech, Finance, and Portfolio management
Editeur de solutions en marque blanche pour digitaliser les métiers de la distribution en produit d'épargne
Corporate | Type | Tweets | Articles | |
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![]() STATION F Startup accelerator & VC, Software Development | STATION F Startup accelerator & VC, Software Development | Not capitalistic Not partnership Event 10 Apr 2018 | | |
![]() Finance Innovation Public business cluster, French Cluster, Financial Services | Finance Innovation Public business cluster, French Cluster, Financial Services | Not capitalistic Not partnership Event 1 Oct 2019 | |