Web App (SaaS)
Conformeasy
The all-in-one CRM and compliance platform for independent wealth management advisors: client tracking, KYC/LCB-FT, fund catalog, comparator and e-signatures.
A cockpit for wealth advisors
Conformeasy gives independent CGPs a real-time view of their practice: assets under management, client activity, monthly net inflows and pending operations — all on a single dashboard. KYC questionnaires, LCB-FT checks, investor profiling and bulk compliance actions are built into the workflow. Advisors stay audit-ready without leaving the platform.
KYC
Built-in compliance
KYC, LCB-FT and investor profile tracked per client — with clear status badges so nothing slips through before a meeting.
3-step
Bulk actions
Filter clients by compliance gap, pick the action, confirm. Regulatory backlogs cleared across an entire book in minutes.
OPCVM
Integrated fund catalog
Browse funds by ISIN, risk rating and provider. Generate a side-by-side comparison sheet without switching tools.
Your client book, fully organised
Prospects and active clients share one searchable list. Each row shows operation count, assigned referent and relationship status — so advisors know at a glance who needs attention and who's on track.
The client record, without the gaps
Vue globale surfaces placements, active operations and a year-on-year asset chart in one screen. Tabs for operations, monitoring, questionnaire and actions mean every piece of client data is two clicks away, not buried in a folder.
Compliance status, client by client
Each regulatory item — KYC questionnaire, investor profile, LCB-FT — shows a live completion badge. Advisors walk into meetings knowing exactly what's done, what's pending and what needs a follow-up.
A fund catalog built for selection
Browse hundreds of OPCVM and partner products filtered by category, risk level and ISIN. Switch to the comparator or the provider view without leaving the page — the catalog adapts to how advisors actually work.
Product comparison, personalised
Select the criteria that matter — fees, advisor remuneration, target market, legal documents — and generate a named comparison sheet between any two funds. The output is branded and exportable in one click.
Bulk compliance, three steps
Filter clients by KYC gap, registry check or manual selection. Pick the action to apply, confirm — done. Pending and completed tasks are logged automatically, keeping the compliance trail clean.
E-signatures and action tracking
Portals sent to clients for signature, historical actions and document exports are tracked in one view. Advisors see at a glance what's awaiting signature, what expired and what's been completed — no chasing spreadsheets.
Compliance as a competitive advantage
Conformeasy was built alongside independent wealth management advisors to turn regulatory overhead into a workflow strength. CRM, KYC, fund selection, e-signatures and bulk actions in one platform — so advisors invest their time in advice, not administration.
Built with our expertise
Dive deeper into how we approach each piece of this project.
