Conformeasy, Partner of the Wealth Management Experts Championship 2026

At the origin of the project is William Pierre, a professional in the wealth management sector who has worked as a wealth management advisor and financial regulation trainer. Building on this field experience, he sought to develop a solution capable of meeting the daily constraints of firms while simplifying their administrative organization. Conformeasy thus adopts a pragmatic approach: enabling professionals to dedicate more time to their core business—advising and supporting clients.

The platform functions as a true compliance and activity co-pilot for firms. It notably allows for structuring and automating the client journey through customizable templates. Users can automatically generate the essential regulatory documents for their missions, such as engagement letters, client questionnaires, client onboarding documents, or suitability reports. This automation significantly reduces administrative tasks and limits the risk of errors in document production.

Beyond compliance, Conformeasy also offers a comprehensive CRM that centralizes client data, exchange history, and all documents associated with client files. Firms can thus monitor their activity in real-time through dynamic dashboards that include tracking subscriptions, premiums, remuneration, and commercial performance.

The solution also integrates several tools dedicated to the activity of wealth management firms: product comparators, supplier selection modules, product governance, activity reporting, and electronic signature. The entire system is designed to offer a global vision of the firm’s activity and facilitate the daily management of operations.

Conformeasy also pays particular attention to regulatory developments governing wealth management professions. The platform is regularly updated to take into account the requirements of supervisory authorities such as the Autorité de contrôle prudentiel et de résolution or the Autorité des marchés financiers, thus guaranteeing users an environment compliant with current standards.

As part of the Wealth Management Experts Championship, Conformeasy participates in the ecosystem of technological partners who support the digital transformation of the wealth management sector. The solutions developed by the platform illustrate the evolution of tools available to professionals to structure their activity, strengthen their regulatory compliance, and improve the quality of client relationships.