WEALTHCOME
K49
Services company and technical service provider
Informations
- Site web
- https://www.wealthcome.fr/
- Titre
- La plateforme technologique à 360° pour optimiser le quotidien des conseillers
- Description
- Wealthcome is an all-in-one SaaS suite designed for wealth management advisors. It centralizes client and portfolio data, automates regulatory compliance, and streamlines the management of client relationships.
With real-time data aggregation, portfolio analysis and allocation tools, and a next-generation client portal, Wealthcome provides a single platform designed to free up time and allow advisors to focus on what matters most: delivering high-quality advice.
- Vidéo
- Raison social
- SAS, société par actions simplifiée
- Numéro RCS
- BORDEAUX B 909458531
- Lien vers votre politique de confidentialité
- https://www.wealthcome.fr/politique-de-confidentialite
Organise
AI and the consulting profession: implementation and impact
Débats d'experts
Services company and technical service provider
09/30/2026
|
17:30 - 18:15
|
Salon Pasteur