Wealth Management Advisors
Accelerate your acquisition
and client retention
- Premium allocation advice in 2 minutes
- Easy to explain, robust long-term
- Immediately convincing for your prospects
More competitive than a private banker — in 2 minutes
For your prospects
Offer an unprecedented premium advisory experience
More perceived value, more engagement, less wasted time.
Instant diagnostic of their existing portfolios
Concrete and quantified optimizations
Simple and visual explanation of your proposal
For your clients
Retain and grow your assets
More loyalty, more entrusted assets, more referrals.
With EnvestBoard, your clients are convinced they found better than a private banker.
Quick allocation adjustment based on market, projects or profile
Clear and educational reporting
Continuous demonstration of your relevance
Our best clients testify the EnvestBoard impact
in assets on average
Growth measured over 12 months
time saved
On allocation construction
Hadrien Ledit, Wealth Manager
"A relevant tool to justify choices with clients and strengthen advisory quality."
Emilie Jambon, Wealth Manager
"A great portfolio modeling tool, EnvestBoard helps me save a lot of time"
You are a firm tailored to you
Multiply your capacity and create your competitive advantage at controlled cost.
- Immediate Plug & Play access
- Unlimited tracked portfolios
- Pricing adapted to your growth
Deploy a premium client experience at scale with optimized cost.
- White label (data, branding, features)
- Advisor and engineer team collaboration
- Enterprise pricing tailored to your needs
4 pillars to transform your advisory
From selecting the best funds to PRIIPS documentation, all the tools you need
Select
Automatically identify the best funds using rigorous quantitative criteria.
Create
Build optimized portfolios tailored to each client profile.
Sell
Generate clear and convincing explanations for each recommendation.
Access
All regulatory documentation accessible in one click.
Select
Automatically identify the best funds using rigorous quantitative criteria.
Create
Build optimized portfolios tailored to each client profile.
Sell
Generate clear and convincing explanations for each recommendation.
Access
All regulatory documentation accessible in one click.
Ready to accelerate your growth ?
Join the community of independents who trusted EnvestBoard.