WIZIO
K50
Services company and technical service provider
Informations
- Site web
- https://wizio.fr/
- Titre
- The expert CRM and architect of the wealth management lifecycle
- Description
- Wizio is the expert CRM dedicated to wealth management professionals, designed to centralize and manage their entire business activity. The platform automates compliance workflows, aggregates assets, and streamlines case management to eliminate duplicate data entry and secure regulatory obligations. With My Wizio, firms also benefit from a secure digital client portal that enhances communication, document sharing, and client autonomy.
- Raison social
- WIZIO
- Numéro RCS
- LYON B 530 294 735
- Lien vers votre politique de confidentialité
- https://wizio.fr/mentions-legales.php