Unify
Consolidates client information and context into a single working view.
Financenova Platform
The platform to lead wealth advisory.
Finance Nova reduces operational load, improves the quality of every recommendation and accelerates commercial execution with traceability and control within the bank's perimeter.
Private Hybrid SaaS
Within your perimeter. Under your control.
Infrastructure, security and compliance in a single foundational layer. We operate within your architecture to protect data, continuity and institutional governance.
MiFID IIRegulation
GDPRPrivacy
ISO 27001Security
“Data sovereignty is non-negotiable. Our architecture ensures sensitive information never leaves the institution's perimeter.”
Request a no-commitment feasibility analysis with our technical team.
Talk to the technical teamValue proposition
The solution:
Designed to move from reactive management to a consistent, scalable model controlled by the institution.
Prioritise
Orders alerts, opportunities and actions so the advisor acts with focus.
Control
Ensures institutional follow-up of the process with full traceability.
Key differentiator
100% Traceable100% Auditable100% Explainable
Technology that works
the way a financial advisor thinks.
Three product layers integrated from the ground up: operations, sustainability and intelligence. No friction, no silos, within the bank's perimeter.
Core · Product foundation
The nervous system
of the advisor.
Centralises client data, positions, history and regulatory context in a single operational layer. Real time, traceable and within the institution's perimeter.
Unified portfolio dashboard
Automatic institutional reporting
Suitability and MiFID II integrated
Scalability by institution and region
ESG · Sustainability
Full ESG view
ESG scoring by client, portfolio and product. Information always up to date and ready for the advisor.
Alignment and proposals
Automatic alignment with the client's sustainability profile and generation of ESG proposals.
Regulatory ESG reporting
ESG reports ready for the institution, adapted to current regulations and auditable at every step.
Sustainability without
friction. Regulation
without excuses.
ESG advisory stops being a burden. It is integrated into every workflow: no extra modules, no additional configuration.
Agentnova · Intelligent assistant
The fastest advisor
in the sector has
AI behind it.
Explainable engine that analyses client context, detects opportunities in real time and drafts proposals and reports in institutional language. Available on the Pro plan.
Pro PlanSee Agentnova
24/7 surveillance and alerts
Proposal co-pilot
Automated narrative reporting
Auditable and traceable reasoning
Ready to see the platform in action?
Request demoSecurity and compliance
Security by design, control at every layer.
Architecture designed for financial institutions that do not compromise security, regulatory compliance or data sovereignty.
MiFID IIGDPRISO 27001
Data sovereignty
Private hybrid SaaS
Operates within the institution's perimeter on a private cloud or dedicated VPC. Sensitive data never leaves its controlled environment.
Read-only
Read-only integrations
Access to external systems is strictly optional and in read-only mode. The institution maintains absolute control at all times.
Native encryption
End-to-end encryption
Data encrypted at rest and in transit. Native compliance with GDPR and MiFID II.
Full audit
Controlled and audited access
Strict role-based authorisation model. Every access is recorded, audited and available for regulatory review.
Continuous audit enabled · Native regulatory compliance
Transformation
Workflow:
from data to meeting.
A single end-to-end process: connection, unification, Agentnova, meeting and follow-up. Designed to reduce operational time and accelerate commercial quality.
Step 1
Connection
Your sources connected in read-only mode, with no production changes or operational risk.
Step 2
Unification
Portfolio, history and client mandate consolidated into a single actionable profile.
Step 3
Agentnova
Generates the meeting brief, prioritises opportunities and alerts with full client context.
Step 4
Meeting
The advisor arrives with a ready proposal. Downloadable client report in one click.
Step 5
Follow-up
Every decision is recorded. Traceability and executable orders from the same platform.
Step 1
Connection
Your sources connected in read-only mode, with no production changes or operational risk.
Step 2
Unification
Portfolio, history and client mandate consolidated into a single actionable profile.
Step 3
Agentnova
Generates the meeting brief, prioritises opportunities and alerts with full client context.
Step 4
Meeting
The advisor arrives with a ready proposal. Downloadable client report in one click.
Step 5
Follow-up
Every decision is recorded. Traceability and executable orders from the same platform.
Connection→Unification→Agentnova→Meeting→Follow-up
The next-generation wealth advisory platform.
Finance Nova turns advisory into a production platform.
Dashboards with critical information ready for day-to-day use, AI-powered Client 360, ESG and automatic reporting to prepare every meeting faster. Agentnova adds agents that raise advisory quality and generate the answers and proposals the advisor needs.
Dashboards and Client 360 ready for the advisor's daily work
Automatic reporting and AI-powered meeting preparation
Agentnova for higher quality proposals