The business club dedicated to wealth management advisors is approaching Fundesys and Figen AI in order to offer two solutions tailored to professionals.

Adunea is starting the year with two new solutions for wealth management advisors. From January 2026, members of the club founded by Bruno Delpeut will have access to a toolkit including model portfolios, regular financial analysis content, and ready-to-use client communication materials. They will also be able to leverage a technological solution designed to optimize their organization and operational efficiency.

These new features are the result of two partnerships concluded at the end of the year with Fundesys, an independent information, advice and services platform specializing in fund selection and asset allocation, and with Figen AI, a French fintech specializing in artificial intelligence in finance and wealth management.

https://www.agefi.fr/patrimoine/les-metiers/adunea-propose-deux-nouvelles-solutions-a-ses-membres