---
title: "Figen Ai | AI for Wealth Management Advisors"
description: "Optimize your wealth management advice with AI: data aggregation, tax simulators, and compliant CRM. Save time and grow your business."
canonical: "https://www.figenai.com/en/conseillers-en-gestion-de-patrimoine"
locale: "en"
updated: "2026-01-16"
---

# The tool for wealth management advisors

## Would you like?

- Strengthen the support provided to all your clients
- Optimize the quality of your advice while fully complying with regulatory requirements,
- Grow your business by maximizing the management of your activity and identifying commercial opportunities
- Develop, if you have a distribution network, sales support tools with a client-needs approach

---

## Reinvent wealth management

- Consolidate all of your clients' wealth dimensions to enhance your tax, social and inheritance advice.
- Benefit from powerful simulators to showcase your advice and save time with an intuitive interface.
- Strengthen relationships with your clients by using software adapted to your mobile needs and continuously updated

"Strengthen relationships with your clients by using software adapted to your mobile needs and continuously updated"

---

## Strengthen your expertise and showcase your wealth advisory

- Develop an advisory approach easily with your clientele by relying on comprehensive, educational and operational wealth resources.
- Easily access all the essential educational content to answer your clients' questions, refine your advisory strategies, prepare client meetings and ensure impeccable documentation.
- Automate advisory actions, whether proactively or to set up ongoing wealth follow-up for your clients.

---

## From account aggregation to commercial opportunity, a powerful wealth CRM

- Grow your commercial activity with a tool for managing and steering your client portfolios.
- Create real commercial opportunities with automatic client alerts

**Regulatory compliance**

Develop your regulatory journeys (KYC / AML) in compliance with directives (IDD / MiFID) with integrated electronic signature.

- Save time by completing your subscriptions and management actions within the CRM

## Try it free for 14 days.

[Try now](https://app.figenai.com/register)

[Request a demo](https://cal.com/team/figen-ai/demonstration-figen-ai)

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