The App that supports and secures Financial Advisors

Ledgity is the digital solution multi-services that facilitates the daily life of financial advisors and combines several business tools in a single secure platform

Dedicated to wealth management, our mission is to democratize the access to crypto assets with an inclusive, innovative and sustainable approach

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Make your daily job easier

Ledgity supports you in a phygitale approach to strengthen ties with your customers

Promotion of Financial Advisors

Get more visibility with the directory of financial advisors without additional cost and effort

Automation of legal and administrative processes

Mission letter, Letter of entry, dashboard of your activity, regulatory obligations

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'Complete and intuitive tool

Talk, advise and follow your clients with ease

Customer journey

Investor profil, KYC, customer knowledge, digitalization of the subscription process

Exclusive investment opportunities

Crypto-assets, real estate, life insurance, equity… following a strict due diligence process

Secure and instant messaging

Communicate, share and store your customers' items securely through a simple interface

Conformity New!

Facilitate all the regulatory aspects of the business (KYC, regulatory report, investor profile, etc.). Ledgity provides best practices for identification, verification, and investor profiling

Dashboard

Easily manage your client's portfolio, your activity and your regulatory obligations

Advice

Benefit from a modern digital tool and automated administrative management to better connect with your customers

Saving solutions Coming soon

Access an exclusive selection of investment opportunities to grow your clients' wealth

Current account Coming soon

Open your current account in just a few minutes, with free multi-currency payments, premium card and more...

Discover Ledgity Wealth App

Download the app for wise investors

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https://lafrenchtech.com

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This project has indirectly received funding from the European Union’s Horizon 2020 research and innovation programme under project Block.IS (grant agreement No 824509).

CEEI Nice Côte d'Azur
63 Avenue Simone Veil
06200 Nice, France

C/O Impact Hub Lausanne SA
11 Rue du Jura
1004 Lausanne, Suisse


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