Fidroit Harvest Group
Created in 1994
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
1,148 860 81 36 12,608Activities
Technologies
Entity types
Location
9 All. Evariste Galois, 63170 Aubière, France
Aubière
France
Employees
Scale: 11-50
Estimated: 30
SIREN
417556222Engaged corporates
30
8 24Added in Motherbase
4 years, 9 months ago
legaltech Value proposition
[Automatic translation follows] Fidroit offers operational support to wealth professionals who develop a consulting activity.
Organizing and managing your wealth means making the right decisions in the face of the multitude of deadlines that punctuate our lives: real estate, marriage, retirement, children, business, investments, inheritance, etc.
Organizing and managing your wealth allows you to calmly anticipate these deadlines, whether they are predictable or not.
It is a way of giving meaning to your wealth while protecting yourself against risks that concern us all.
The approach is long-term and requires a comprehensive understanding of the legal and financial aspects involved; even support, which will help you make the right decisions.
Fidroit has been working for 20 years to enable everyone to organize and manage their wealth
in a fair and virtuous manner.
Our tools, whether designed for professionals or individuals, decipher, organize and make
accessible the essential information to inform wealth decisions.
Wealth management consultancy, training, CGP support, consulting, communication, digital, and informationOriginal language
Fidroit propose un accompagnement opérationnel aux professionnels du patrimoine qui développent une activité de conseil.
Organiser et gérer son patrimoine, c’est prendre les décisions opportunes devant la multitude d’échéances qui ponctuent nos vies : immobilier, union, retraite, enfants, entreprise, placements, succession, etc.
Organiser et gérer son patrimoine permet d’anticiper sereinement ces échéances, qu’elles soient prévisibles ou non.
C’est une manière de donner un sens à son patrimoine tout en se prémunissant contre des risques qui nous concernent tous.
La démarche s’inscrit dans la durée et demande une compréhension globale des aspects juridiques
et financiers en jeu ; voire un accompagnement, qui aidera à prendre les bonnes décisions.
Fidroit oeuvre depuis 20 ans pour permettre à chacun d’organiser et de gérer son patrimoine
de manière juste et vertueuse.
Nos outils, qu’ils soient conçus pour les professionnels ou les particuliers, décryptent, ordonnent et rendent
accessible l’information indispensable pour éclairer les décisions patrimoniales.
Conseil en organisation patrimoniale, formation, Accompagnement des CGP, consulting, communication, digital, and information
Groupe - Harvest
Harvest is a creator of digital solutions leader in France in software dedicated to wealth management and finance professions.
https://www.harvest.fr/le-groupe/
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