Harvest

Harvest is a leading provider of digital solutions in France, specializing in software designed for wealth management and finance professionals. Their comprehensive product offerings include advanced wealth management tools that enhance client advisory, a powerful customer relationship management (CRM) system tailored for financial activities, and investment strategy solutions for effective analysis and portfolio construction.

Harvest's suite of services also features a robust digital distribution platform, complete data on various financial products, and innovative solutions like MoneyPitch, a portal that strengthens connections with clients. Their commitment extends to providing training through the Harvest Fidroit Academy, ensuring industry professionals are well-equipped with the necessary skills.

In addition, Harvest offers specialized tools such as Feefty for tracking structured products and Clickimpôts for income tax declarations. With a focus on client support, they provide personalized consulting services and a dedicated Customer Success Team, assuring that client needs are met with expertise and reliability. Whether for financial advisors, insurers, or banks, Harvest is dedicated to driving efficiency and enhancing financial management capabilities.