Wealth Management

What We Do

Our Wealth Management Expertise

01. Client Data Mastery & Portfolio Integration

If you're building through acquisitions, your client data is a mess: assets spread across Harvest, O2S, and Excel files. We centralize everything into a data hub with unified client views and auditable commission flows. Once clean, you can scale through M&A without integration nightmares.

02. Commission Reconciliation & Cash Flow Reliability

Commission tracking is broken. Money marked "paid" hasn't hit your account, statements don't match records. We automate reconciliation between O2S/Harvest, insurer statements, and bank transactions. You'll know what's pending, late, or missing.

03. Advisor Performance & Productivity Tracking

We connect your CRM, time tracking, and commission data for clear visibility by advisor: who's bringing new assets, expanding relationships, or stuck. Then we automate variable comp calculations, top performers see transparent pay and stay.

04. Commercial Pipeline & Client Segmentation

We help you segment by asset level, build differentiated service models, then track conversion from lead to re-investment. You'll see which segments are profitable, which channels work, and where to focus.

05. Regulatory Reporting & Operational Automation

We automate AMF filings, FRACIF declarations, and ex-post reporting by connecting source data to regulatory templates. What took days now happens automatically with full audit trails. Your compliance team stops being a bottleneck.

06. M&A Value Creation & Synergy Tracking

We build dashboards tracking retention, cross-sell, and net collection by acquired entity. You'll know within 90 days if integration is working. When you prove acquisitions grow faster under your platform, your next deal gets easier to finance.

Wealth Management

Integration of a SaaS startup into a €300 million company backed by Seven2

Wealth Management Datastack and Toolstack

Our Wealth Management Expertise

Insights

EFOR: Discipline Before Digitalization

Wealth Management Consolidation

The IT Blind Spot

Ready to drive better returns?