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 is a service specifically designed for Wealth Managers registered with ORIAS in France… With 

, we offer you the ability to invest your clients' funds in a wide range of assets, including

 platform… the fees associated with investments on 

, SEPA direct debit allows funds needed for your Investment Plans to be automatically debited

 platform: Access your account by clicking on the magic link sent to your email… 

resume a Plan, please refer to the following article: How to cancel, pause or resume a Plan on the 

Please learn more from our article: How to create and manage a Plan on the 

 platform?… these steps: 
Log in to the Platform: Please learn more from our article: How to sign in to the 

How to create and manage Plan templates on the 

please refer to this article: How to set up SEPA Direct Debit for clients onboarded before May 2025 on 

Learn more about required banking documents on the 

 platform… Please contact us at support-team-

What documents are accepted to verify my Client's bank account?

Steps to create business accounts for Clients in the 

How to create Clients with business accounts?

Plan that has been approved by the Client (please refer to our article: How to create a Plan on the 

How to cancel, pause or resume a Plan on the 