Harvest

Harvest is a leading provider of digital solutions tailored for wealth management and finance professionals in France. Specializing in software development, Harvest enhances the expertise of its clients through a comprehensive suite of tools designed to streamline operations and improve client relationships. Key offerings include a powerful CRM system for daily management of client interactions, sophisticated investment strategy solutions for financial analysis, and a digital distribution platform optimized for distributors and insurers.

Additionally, Harvest provides vast data resources across a variety of financial products, ensuring that professionals have access to comprehensive and actionable information. Their innovative software solutions, such as O2S, MoneyPitch, and Clickimpôts, facilitate effective portfolio management and tax declaration processes. The company emphasizes client support through tailored consulting, user training via the Harvest Fidroit Academy, and a dedicated customer success team. Harvest is committed to elevating financial advisory practices with cutting-edge technology, making it a pivotal partner for wealth management professionals seeking to thrive in a competitive landscape.