The crypto application of Financial Advisors

Ledgity Pro is the 1st crypto-patimonial platform which meets the needs of CGP by giving advisers the means to simply support their customers on digital assets.

It is also the multi-service digital solution which facilitates the exercise of the profession of financial advisors by the synchronization of several business tools in a single secure plaque.

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Diversify and simplify your activity safely

Ledgity assists you in an innovative approach to tighten links with your customers.

Exclusive investment opportunities

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

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'Complete and intuitive tool

Talk, advise and follow your clients with ease

Secure and instant messaging

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

Customer journey

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

Automation of legal and administrative processes

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

Promotion of Financial Advisors

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

Crypto Assets Exclusive

A crypto app allowing you to follow the heritage of your customers and offer them exclusive and innovative solutions.

Conformity

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

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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