Harvest

Harvest is a leading French creator of digital solutions tailored for wealth management and finance professionals. The company specializes in a comprehensive suite of software solutions designed to enhance the capabilities of wealth managers and financial advisors. Their flagship product is a digital platform that strengthens expertise and elevates client advisory services. Harvest offers an array of tools, including a powerful CRM for managing client relationships, optimal investment strategy solutions for financial product analysis and construction, as well as a robust digital distribution platform for distributors and insurers.

In addition to software, Harvest provides extensive data on a broad range of financial products, specialized training through the Harvest Fidroit Academy, and personalized consulting services with a dedicated Customer Success Team. Their multi-service platform, VIC, simplifies the management of structured products, while Clickimpôts offers essential tools for income declaration and tax calculations. Committed to assisting their clients, Harvest emphasizes exceptional support and continuous innovation in the finance and wealth management sectors.