Conformeasy, partner of the Les Experts du Patrimoine Championship 2026
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Partner of the 2026 championship
Conformeasy helps wealth management professionals organise their business and keep track of their regulatory obligations.
The platform brings together client management, documentation and professional tools in a centralised environment.
Conformeasy
A smoother day-to-day running of your practice.
A solution designed for the everyday needs of wealth advisory professionals.
Features
Connecting compliance and business management
Document generation
Customisable templates to prepare the documents needed throughout the client journey.
Client relationships
A CRM that centralises client file information, communications and documents.
Business monitoring
Dashboards to monitor subscriptions, remuneration and sales indicators.
Professional tools
Product comparison, provider selection, reporting and electronic signatures.
The project’s origins
An approach rooted in practice
The project is led by William Pierre, whose background combines wealth advisory work and training in financial regulation.
In the championship
Supporting digital transformation
Conformeasy joins the championship’s technology partners and illustrates the evolution of tools serving advisory practices.
Explore the Conformeasy platform
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