HUB Patrimoine
A tailor-made workspace to digitalise wealth advisory for independent advisors, winner of the 2024 Patrimonia Digital Innovation Award
Designed for wealth management professionals, HUB Patrimoine centralises all your digital advisory tools in a single, interconnected account.
The new CRM for wealth advisors
Ernest
Manage your client base, automate compliance tasks and track portfolio aggregation in a CRM built for wealth management professionals.
Wealth audit and projections
Upsys
Run a full audit of your clients’ assets, budget, tax, inheritance, and project their evolution over time. Simulate investment scenarios (real estate, life insurance, pension plans) to optimise their long-term wealth strategy up to retirement.
Your insurance portfolio management tool
The HOKUS Platform
Centralise all your providers’ portfolios in one place. Access real-time investment reports, transaction history and portfolio tracking for each client, all from a single platform.
Risk profiles and asset allocation strategy
Coanda PMS
Define your clients’ risk profiles, simulate savings scenarios and build tailored model portfolios. An intuitive suite of tools powered by Active Asset Allocation’s expertise.
Regulatory compliance for wealth advisors
BeCLM
Manage all your compliance duties in one centralised digital binder. Get real-time alerts for missing, expired or non-compliant documents.
Flexible & personalised retirement solutions
Leïa by Sapiendo
Offer your clients a tailored retirement journey with quick diagnostics, personalised recommendations and ongoing support throughout their career.
Financial coaching tailored to wealth advisory
OdonaTech
Combine behavioural finance, investor personality profiling and a gamified experience to boost engagement and turn regulatory compliance into a business opportunity.
Delegated wealth planning for professionals
La Bienveillance Financière
Access a turnkey solution to deliver personalised, quantified and compliant advice on tax, inheritance and retirement issues with impact and clarity.
Digital marketing for regulated professions
Actusite
Deploy your digital strategy across websites, social media, newsletters and acquisition campaigns, all in line with the compliance rules of your profession.
