PLPSOFT et Manymore se rapprochent pour former un leader des solutions SaaS de support aux professionnels de la gestion de patrimoine : indépendants (CGP, Courtiers, Experts comptables, Notaires, Avocats, ...) ou Grands comptes (Banques, Assurances, Mutuelles, fintech, ...). PLPSOFT conçoit des outils qui facilitent la prise de décision patrimoniale : bilans et recommandations patrimoniales automatisés, simulations fiscales / financières / transmission / prévoyance / retraite / ... Manymore conçoit des outils qui facilitent le quotidien des CGP : KYC / parcours réglementaire / profil de risque / allocation d'actifs / selfcare clients / GED / CRM / agrégation de contrats toutes compagnies / digitalisation des opérations (souscription, arbitrages, ...) /extranets assureurs pour leurs apporteurs, ...
| Website | http://www.plpsoft.com |
| Employees | 7 (5 on RocketReach) |
| Founded | 2005 |
| Industry | Software Development |
| Keywords | Wealth Management Software, Financial Advisor Software, Asset Management Software, Portfolio Management Software, Financial Planning Software, Investment Management Software, Client Management Software, Crm For Financial Advisors, Compliance Software Finance, Account Management Software, Financial Technology Solutions, Digital Wealth Management, Financial Services Software, Wealthtech Platform |
| Competitors | Microsoft, Salesforce, SAP, Atlassian, Intuit, Sage, Zoho, IBM, Oracle, Trello +47 more (view full list) |
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5 people are employed at PLPSOFT.