Harvest group rewarded by the Pyramides de la Gestion de Patrimoine | Monday, March 20th, 2023
Corporate
We were pleased to receive, once again, the « pyramide des CGP » in the « Fintech Software » category.
Software editor
and digital solutions creator
and digital solutions creator
for wealth management
and finance professionals
and finance professionals
#TechForFin
Our solutions
Fintech leader in France, Harvest creates and designs digital
solutions and software for all professionals in wealth management.
Advisor portal
Wealth management, Simulators, Compliance, Reporting, Aggregation, CRM, Portfolio management, Content management, Tax & legal database, Email & notifications
Your client portal
Aggregation, Simulators,
Dashboards, Document wallet
Digital tools
On-line distribution of financial products, Simulators, Loan & mortgage instructions, API, Training
O2S
Manage your compliance, aggregate your clients’
portfolios and forge closer ties with your clients
Business Link
The business solution that simplifies your partners’
transactions and reduces your back-office costs.
OUR SUPPORT
Supporting and satisfying our customers are our priorities
Training
Thematic and multimodal wealth management courses
Customer Success Team
Tailored and personalized support to help using our solutions
Help and Assistance
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.
They trust us
What's new?
New growth project in the WealthTech world
Corporate
Press release Paris, march 7th 2023 HARVEST ACQUIRES FEEFTY. HARVEST, a leader in software and digital solutions for the wealth
Clearstream and Quantalys Harvest Group to partner on digital solutions for funds selection and portfolio modelling
Press release
Clearstream, Deutsche Börse’s post-trading service provider, and Quantalys Harvest Group, a reference fintech in the wealth management sector have agreed on a cooperation.