The innovative web platform dedicated to Wealth Managers and to their customers

Mon Gérant Privé is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise individuals and manage their wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client Management, Portfolio Management, Compliance and Client Reporting.

We thrive to provide safe and state-of-the-art solutions to Wealth Managers that help them fulfilling their commitment to providing high value added services to their customers.

Grow your business and generate higher returns

Grow your business and generate higher returns

Attract new customers and improve the retention of existing customers

Get a significant competitive hedge

Get a significant competitive edge

Manage your evermore complex financial operations with maximum cost-effectiveness and efficiency and focus only on your core expertise : providing high value added services to your customers

Boost your customer satisfaction and bolster mutual trust

Boost your customer satisfaction and bolster mutual trust

Meet the new customer needs for mobility, security, personalized advice and comprehensive user experience with our Digital Customers Portal

Digital Customers Portal

One-click access to a 360° overview of their personal assets (financial & non-financial) and liabilities, Online banking account aggregation, Assets portfolio valuation, performance and personal reports to keep track of all investments

Smart CRM MIF2 compliant

360° overview of daily tasks, notifications, recent activities and clients’ portfolios, Complete overview of missing or expired documents including all other compliance-related activities. Generate MiFID II client reporting, Fees management, Gain Value From Client Relationships

Portfolio management

360° Overview Of Models, Funds & Portfolios, Automated integration & consolidation of data from multiple custodian banks, Trade order management, Automated & on-demand portfolio rebalancing, Middle Office Controls, Risk management