Advize Group

Launched in 2012, the first robot-advisor in France, the ADVIZE GROUP is a FinTech reference in the digitalisation of financial advisory services to individual investors. Its tools and solutions cover all stages of the investor relationship, from the initial contact, through to order execution, and follow-up advice. For asset managers and insurance... brokers, its Ma Sentinelle technology platform offers a unique "all-in-one" robot-advisor, white label solution (www.masentinelle.fr). ADVIZE GROUP also offers its technology and know-how through an Application Programming Interface (API) and dedicated developments supporting distributors seeking to digitise their savings solutions, thus offering their customers an indispensable advisory service with strong support and personalised follow-up. Via its online brokerage subsidiary, ADVIZE distributes its own multi-asset contract Ma Sentinelle Vie, provided by Generali, including a digital, fluid, and intuitive customer experience that includes profiling, advice, online subscriptions, personalised reports, and alerts with arbitration recommendations (www.advize.fr). ADVIZE has received the Finance Innovation label, a global competitiveness cluster.Read More