Supports de services

en affinitaire

Team collaborating around a table with financial charts and laptops
Team collaborating around a table with financial charts and laptops
Outils conformes

Réglementations MIFID, DDA, ESG

Close-up of a compliance software dashboard on a computer screen
Close-up of a compliance software dashboard on a computer screen
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Developer coding a financial compliance tool on a laptop
Developer coding a financial compliance tool on a laptop
Client meeting with a courtier discussing portfolio documents
Client meeting with a courtier discussing portfolio documents
Assurance de Responsabilité Professionnelle

Mise en place fluide des outils dans vos systèmes

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Avis clients

Ce que nos partenaires apprécient chez optiwealth

Grâce à optiwealth, notre conformité financière est devenue un vrai atout, simple et efficace.

Marc L.
Portrait of a professional middle-aged man smiling confidently in an office setting.
Portrait of a professional middle-aged man smiling confidently in an office setting.

Lyon

Leur solution technique a transformé notre gestion patrimoniale, avec un support toujours réactif et clair.

Photo of a cheerful woman working on a laptop in a modern workspace.
Photo of a cheerful woman working on a laptop in a modern workspace.
Sophie M.

Paris

★★★★★
★★★★★
Contact

postmaster@optiwealthcourtage.com

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