Our solutions
Fintech leader in France, Harvest creates and designs digital
solutions and software for all professionals in wealth management.
The wealth management benchmark solution to strengthen your expertise and enhance your advice
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Your everyday tool to manage your business with a powerful asset CRM
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Optimal solutions for the analysis and construction of your financial offers
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The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office
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Supporting and satisfying our customers are our priorities
Thematic and multimodal wealth management courses
Tailored and personalized support to help using our solutions
A support team available Monday to Friday 9 am to 6 pm to assist you every day
Quantalys expertise in fund analysis and selection, asset allocation, portfolio construction and monitoring
Article Summary Regulatory compliance for Wealth Management Advisors (WMAs) is built around four key regulatory frameworks: AMF, ACPR, IDD (Insurance
We are delighted to welcome Dan Olley, as Executive Chair of Harvest. He brings more than 30 years’ experience leading customer focused innovation, technology enabled growth and digital transformation in businesses across regulated financial services, healthcare, consumer analytics and information services.
See how O2S, KYC and MoneyPitch from Harvest automate account aggregation for financial advisors and cut admin time day to day.
