UpSys Patrimoine
Curated by SignalRisk and compliance management solutions for wealth managers using AI.
Overview
UpSys Patrimoine focuses on risk and compliance management solutions specifically for wealth managers. The company employs technologies such as artificial intelligence and blockchain in its offerings. Their platform includes various products, such as a click & work solution, connected tools, and a retirement planning tool called 'Objectif Retraite'. The software is designed to function across multiple devices and provides automatic updates regarding legal, tax, and social issues. UpSys Patrimoine aims to address the challenges of regulatory compliance and risk assessment for wealth managers, facilitating improved client service and operational integrity. The company operates on a subscription and credit-based model and emphasizes long-term support in its business approach.
Key facts
- Founded
- 1991
- Headquarters
- Montpellier, France
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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