CHARLIE
J51
Services company and technical service provider
Informations
- Site web
- https://www.charliefinance.fr
- Titre
- Custom AI agents for wealth management
- Description
- Charlie automates the manual work of wealth management firms with bespoke AI agents: client data collection, compliance, suitability reports, management reports, fee control. They plug into the software you already run (CRM, insurer portals, document stores), with no migration. One more colleague, not one more piece of software. The instance is yours: your own server, hosted in France, perpetual licence. An asset for the firm, so you can grow without adding workload.
- Raison social
- Charlie
- Numéro RCS
- 105 673 131 (RCS PARIS)
- Lien vers votre politique de confidentialité
- https://www.charliefinance.fr/politique-de-confidentialite