The new wealth management CRM solution
Ernest is the CRM designed for wealth management advisors who want to simplify their operations, centralise data and ensure regulatory compliance, all from a single, secure and intuitive interface. With Ernest, you can :
- Manage client records (individuals)
- Build and track portfolios and investment profiles
- Conduct full KYC processes (goals, risk profile, ESG preferences)
- Store and retrieve documents with integrated electronic document management (EDM)
- Sign documents securely via our partner YouSign
Contract Aggregator
Centralise all your supplier portfolios.
A single interface to access, view and group contracts from multiple partners.
Asset audits and projections
Project asset evolution over time.
Run full audits (budget, tax, inheritance) and simulate different investment scenarios.
Risk profile and asset allocation
Assess investor profiles and build portfolios.
Define objectives, simulate savings strategies and integrate expertise from Active Asset Allocation.
Define objectives, simulate savings strategies and integrate expertise from Active Asset Allocation.
Retirement simulations and assessments
Prepare your clients for retirement with confidence.
Estimate entitlements, identify gaps and suggest optimisation strategies through a personalised program.
Regulatory compliance and monitoring
Digitalise your regulatory requirements.
Centralise all compliance and contract documents in a secure digital folder.
Centralise all compliance and contract documents in a secure digital folder.
Behavioral finance and financial coaching
Engage clients with a behavioural approach.
The first digital platform combining personalisation, ESG and gamification for wealth advisors.
Asset recommendations, assessments and engineering
Deliver quantified, high-value advice.
Generate balance sheets, simulations and tailored recommendations (tax, inheritance...) automatically.
Generate balance sheets, simulations and tailored recommendations (tax, inheritance...) automatically.
Digital marketing tools
Promote your offers with 100% compliant content.
Website creation, newsletters, social media... All within a framework that ensures regulatory compliance.
Website creation, newsletters, social media... All within a framework that ensures regulatory compliance.