Our solutions
Fintech leader in France, Harvest creates and designs digital
solutions and software for all professionals in wealth management.
Wealth management, Simulators, Compliance, Reporting, Aggregation, CRM, Portfolio management, Content management, Tax & legal database, Email & notifications
Aggregation, Simulators,
Dashboards, Document wallet
On-line distribution of financial products, Simulators, Loan & mortgage instructions, API, Training
Manage your compliance, aggregate your clients’
portfolios and forge closer ties with your clients
The business solution that simplifies your partners’
transactions and reduces your back-office costs.
Supporting and satisfying our customers are our priorities
Thematic and multimodal wealth management courses
Tailored and personalized support to help using our solutions
A support team available Monday to Friday 9 am to 6 pm to assist you every day
Harvest is a trusted partner who has a clear vision of business and the banking sector – a real digital expertise. Communication is smooth and efficient. Harvest teams demonstrate real adaptability when there are production emergencies, of which there are always in our day-to-day operations.
Article Summary Regulatory compliance for Wealth Management Advisors (WMAs) is built around four key regulatory frameworks: AMF, ACPR, IDD (Insurance
We are delighted to welcome Dan Olley, as Executive Chair of Harvest. He brings more than 30 years’ experience leading customer focused innovation, technology enabled growth and digital transformation in businesses across regulated financial services, healthcare, consumer analytics and information services.
See how O2S, KYC and MoneyPitch from Harvest automate account aggregation for financial advisors and cut admin time day to day.
