MyFunds Invest est un logiciel permettant aux investisseurs d’optimiser leurs portefeuilles. L’outil permet d’accompagner les CGP dans la qualification des clients, la définition du niveau de risque, le suivi des fonds, etc.
MyFunds Invest était auparavant utilisé quotidiennement par plus de 4400 professionnels de la finance en France.
Ce logiciel financier et ce site Web qui l’accompagne sont utilisés pour promouvoir nos clients et leurs produits. Il s’agira d’un outil compétitif essentiel dans la commercialisation et la communication des fonds représentés par MyFunds Office.
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