On Monday 14 March in Paris’ Salons Hoche, Virgine Fauvel, Group CEO and Delphine Asseraf the Group’s Deputy CEO, were presented with the Pyramide de la Gestion de Patrimoine awarded to our Group by wealth management consultants for the quality of its software.
Being the first to receive this new Award from wealth management consultants is a major recognition which justifies the group’s decisions, with professionals praising the quality of the range of software and services provided by Harvest Fidroit Quantalys.
Many thanks to all our clients for their trust and loyalty!
A 360° offer for all wealth and finance professionals
Satisfaction is also a major focus for our teams, as they work tirelessly to improve the everyday life of wealth and finance professionals by regularly enhancing the features of our tools and building more bridges between each of these tools. We look forward to presenting them to you!
The wealth of our offering is exceptional as it covers all the needs of professionals : Big, O2S, Fidnet, MoneyPitch, Global License, Clickimpôts, Quantix, Business Link, VIC, etc.
This 10th Pyramides de la Gestion de Patrimoine Award ceremony, organised by Investissement Conseils magazine, honoured the best real estate and financial investment product providers as well as the quality of their relationship with their wealth management consultant partners. In terms of methodology process, the survey conducted by Pyramides de la Gestion de Patrimoine targeted all wealth management consultants involved in the CGP France.com platform, which features the largest community of wealth management consultants and helps the general public find the appropriate consultant through search algorithms.
Heartfelt thanks to Benoît Descamps, editor-in-chief of Investissement Conseils, and his entire team, for their welcome and for this convivial ceremony, the first without a mask in months!