Manage your compliance, aggregate your clients' portfolios and forge closer ties with your clients
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
O2S provides the ability to centralise my customer data and to dematerialise their tracking. With the electronic-signature and compliance-tab features, I am confident that I have the necessary monitoring of all pre-contract compliance elements, and also of the whole year-round client update process. I can easily find them in my tracking and EDM tabs.
The synergy with Big means that I don't have to enter data twice in my different applications. This is a key point to free up my time for client support and for the commercial development of my firm.
Yvan Toupet, Wealth Management Expert, Manager at Arborescence Patrimoine, Partner at InComon
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