Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene. Ma Sentinelle®, our proprietary platform allows us to partner with any bank or insurance company (even if they do not have online services) on all products (stocks, funds...) Advize clients can discover their investor profile, select a model portfolio and execute the transactions in one clic. Each Friday our clients receive La Météo de votre épargne®, an easy to read report on what happened to their investments while they had better things to do with their lives. And if a rebalancing is needed we tell thew what, why and they can execute in one clic. This combination of online brokerage and bespoke advisory services, previously only found in private banks, is unique in continental Europe. In 2013 Advize won 3 press awards for the innovation, the customer benefits and the user experience of Ma Sentinelle Vie (in partnership with Generali Group) Please note that currently the service is restricted to residents of France and French nationals residing in the European Union.
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Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene. Ma Sentinelle®, our proprietary platform allows us to partner with any bank or insurance company (even if they do not have online services) on all products (stocks, funds...) Advize clients can discover their investor profile, select a model portfolio and execute the transactions in one clic. Each Friday our clients receive La Météo de votre épargne®, an easy to read report on what happened to their investments while they had better things to do with their lives. And if a rebalancing is needed we tell thew what, why and they can execute in one clic. This combination of online brokerage and bespoke advisory services, previously only found in private banks, is unique in continental Europe. In 2013 Advize won 3 press awards for the innovation, the customer benefits and the user experience of Ma Sentinelle Vie (in partnership with Generali Group) Please note that currently the service is restricted to residents of France and French nationals residing in the European Union.
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