Fundvisory provides a modular platform for banks and insurers to deploy customizable APIs and interfaces that enhance financial advisory services without requiring complex IT integration. The solution ensures compliance with regulatory standards while enabling advisors to tailor their offerings to meet client needs effectively.
Funding
$2.4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Banks, insurers, and wealth managers face challenges in delivering personalized and compliant financial advisory services due to complex IT infrastructure and evolving regulatory requirements. Traditional systems often lack the flexibility to integrate new technologies and adapt to changing client needs, hindering the ability to offer tailored advice at scale.
Solution
Fundvisory offers a modular, B2B2C fintech platform that enables banks and insurers to deploy customizable APIs and interfaces for enhanced financial advisory services. The platform provides a Software-as-a-Service (SaaS) or Banking-as-a-Service (BaaS) architecture that integrates without complex IT infrastructure. It allows financial institutions and their advisory networks to personalize their offerings, integrate their own materials, and adapt the API and interface directly through a console. The solution ensures compliance with regulations such as DDA, MiFID 2, PRIIPS, and PCI DSS, meeting adequacy and traceability requirements.
Target Audience
The primary target audience includes banks, insurers, wealth managers, account holders, and their advisory networks seeking to enhance financial advisory services.
Features
- Modular architecture allowing selection of specific APIs and interfaces from a constantly evolving library.
- Customizable API and interface directly configurable through a dedicated console.
- Pre-built compliance with DDA, MiFID 2, PRIIPS, and PCI DSS regulations.
- Secure data storage on encrypted disks within dedicated servers hosted in France.
- Data segregation between user data and application sources for each partner.
- Redundant platforms across three distinct sites to ensure high availability.
- Annual security audits conducted by an external firm.