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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… *Available in France only 
Once you’ve signed the contractual agreements with 

 product, submitted all the required documents, and received a confirmation email, accessing 

, 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… 

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

 the IBAN and BIC/SWIFT: During the account creation 

 (How to create Clients with personal… For PEA accounts, SEPA Direct Debit is enabled during the PEA creation 

: 
Submit the Account… accounts, no IBAN or BIC/SWIFT details need to be entered manually during the PEA account creation 

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?

Steps to create personal accounts for Clients in the 

 platform… successfully signed in to the platform (for guidance on signing in, check our article: How to sign in to the 

How to create Clients with personal accounts?