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.
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
'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
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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