Odonaplace : the first digital financial coaching platform for wealth advisors
Turn regulatory compliance into a commercial advantage. Odonaplace is the go-to solution to engage your clients through personalised, high-impact investment journeys. Built on a complete behavioural analysis, including risk profile, personal values and goals, the platform helps you reinforce trust, offfer tailored, ESG-aligned recommendations, ensure compliance through interactive, gamified pathways. Odonaplace turns mandatory steps into value-driven moments, helping you guide every client with confidence and clarity.
Asset audits and projections
Project asset evolution over time.
Run full audits (budget, tax, inheritance) and simulate different investment scenarios.
Customer Relationship Management (CRM)
Centralise client data and regulatory documents.
Manage your customer database, required documents and aggregated portfolios, all from a CRM built specifically for wealth management professionals.
Contract Aggregator
A single interface to access, view and group contracts from multiple partners.
Regulatory compliance and monitoring
Centralise all compliance and contract documents in a secure digital folder.
Risk profile and asset allocation
Define objectives, simulate savings strategies and integrate expertise from Active Asset Allocation.
Retirement simulations and assessments
Estimate entitlements, identify gaps and suggest optimisation strategies through a personalised program.
Asset recommendations, assessments and engineering
Automatically generate balance sheets, simulations and tax or inheritance recommendations.
Digital marketing tools
Website creation, newsletters, social media... All within a framework that ensures regulatory compliance.