Manage your compliance, aggregate your clients' portfolios and forge closer ties with your clients

Your daily tool for managing your activity with a powerful wealth management CRM system
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Our solution

Aggregate your clients' account positions and perform all management actions in a single tool

Achieve compliance across the entire regulatory pathway

IDD/MiFID II/AML-CFT/obligations connected with a financial investment advisor status

Analyze your portfolios to advise your clients

Performance, diversification, style analysis, etc.

Be more commercially proactive thanks to automatic alerts and notifications

We needed an efficient, user-friendly CRM and aggregation tool for each of the branches in our network that could be fully integrated not only with BIG, which we all use, but also with our collaboration platform based on Google Apps.

Sarita Smith, Business Development Director – Fiducée Gestion Privée

The benefits of O2S

Leverage an extensive network of certified partners and the digitization of associated management actions

Access a comprehensive and digital solution that meets all your regulatory needs

Electronically sign all of your documents

A very high level of service and security

Give your clients a 360° view of their assets with MoneyPitch

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Our O2S Clients