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ADVIZE

@advize.fr

Découvrez nos services de digitalisation pour tous les produits d'épargne, à destination des grands comptes, courtiers en assurance & CIF.

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Description

Advize is the expert in digital savings. Since 2012, they have been providing daily support to advisors and savers, from subscription to the management of their products. Advize combines cutting-edge technology with the expertise of their teams to offer a comprehensive online distribution and financial advisory service for all savings products, including life insurance, retirement plans, securities accounts, and employee savings.


For large accounts, Advize offers tailored digitalization services, allowing them to enhance existing offers and accelerate the launch of new products, with the help of APIs and user interfaces. They also provide a dedicated offer for insurance brokers and financial investment advisors, enabling them to distribute their range of online savings products with their own branding. Additionally, Advize offers innovative online tools, including modular solutions that support distributors and their clients on a daily basis.


These tools cover all savings products and investment methods, and provide comprehensive support from building customer relationships to after-sales service. Advize is trusted by various industry players and continues to make waves in the digital savings sector

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Company Type

Privately Held

Company Size

11-50

Year Founded

2012

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