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 white glove service to every one of your clients, regardless of net worth.

Grow your business and generate higher returns

Grow your business and generate higher returns

Attract new clients and improve the retention of existing clients

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 white glove service to everyone of your clients

Boost your customer satisfaction and bolster mutual trust

Boost your client satisfaction and bolster mutual trust

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

360° Digital Client Portal

A stand-out banking experience that meets and exceeds digital client expectations :

  • Banking aggregation with all Assets & Liabilities (via Bankin’ API)
  • Visualization of Portfolios under management
  • Authorization management fitting the family legal structure (i.e. Trusts)
  • Chat with the counselor
  • Safe & secure electronic vault

Smart CRM MIF2 compliant

Managing all your company’s relationships and interactions with clients and potential clients with up-to-date scraped data :

  • Scraped data to enrich your client and prospect knowledge
  • Real time insights into portfolios and all assets under supervision
  • Custom alerts to meet regulatory requirements
  • Email integration
  • Client reporting generation

Portfolio management system

From decision to execution, we digitize every aspect of portfolio management :

  • Analytics with real time insights into portfolios held by various custodians
  • Exception & Portfolio models management
  • Rebalancing : aligning the individual client portfolio to your model portfolios
  • Order management
  • Compliance & Risk management