Beyond Risk Analysis
Asset Manager
Increase visibility and understanding of your funds, enhance your offer strategy and product positioning, promote your investment solutions.
Find out more.
Wealth Manager
Broaden your selection universe, create and promote investment solutions, support your advisers and customers in their understanding of the products, strengthen the customer experience in line with regulations.
Find out more.
Institutionnal investors
Expand your selection universe, strengthen risk management, diversify your investment solution.
Find out more.
End-to-end platform dedicated to investment funds
EnvestBoard offers access to 150,000 funds, a risk simulator and a platform for monitoring portfolios. This solution facilitates your fund selection, strengthens your risk management & increases your distribution.
Plug & Plays solution
SaaS platform accessible everywhere and available in white label.
Schedule a DEMO
Solutions tailored to your needs
Fund selection Risk management Powering distribution
Criteria about investment, distribution, fees, tax envelopes on a wide database help you quickly find the best selection
Test and compare funds and portfolios in favorable and adverse scenarios to identify risks
Automate fund tracking in your watchlist and track its historical operations
Search &News
2020-07-02 17:19:58
The Covid-19! Could we have predicted the best selection of funds to face it?
Already weakened by the Sino-American trade war, the financial market was got hit hard by the Covid-19. The depth of its social, economic, and financial impact could not be anticipated. The speed of the risk increase on financial assets has reached a historic level in 60 years. When it comes to the "panic" caused on the market, only the crisis of 2008 and the crash of 1987 are comparable.
2020-06-26 17:43:09
Qui sommes-nous ?
Interwiew de Simon Chiocci qui détaille notre mission
2020-06-24 00:34:42
La Covid-19 ! aurions-nous pu prédire la meilleure sélection de fonds pour l’affronter ?
Déjà fragilisé par la guerre commerciale sino-américaine, le marché financier a été bouleversé par la Covid-19 dont il était impossible d’anticiper la profondeur de l’impact social, économique et financier. La vitesse de l’augmentation de risque provoquée sur les actifs financiers a atteint le niveau historique depuis 60 ans. Et donc en termes de la panique provoquée sur le marché, bien que la crise de 2008 soit l’une des pires cauchemars financiers, seul le krach de 87 en est comparable. Contre cette violence imprévisible, aurait-il été possible de prédire la meilleure sélection de fonds ?
Envestboard copyright 2019 Privacy policy Legal notice Cookies policy