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
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
'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
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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