Salia

Age 42
Wealth management consultant
Status: Permanent contract
Sector: Real estate & retirement

With Investally, Pierre and Salia have developed and optimized the management of their business

Pierre

Age 37
Wealth management consultant
Status: Self-employed
Sector: Immo & crypto

Are you self-employed? Are you part of a firm?

Expand your customer portfolio and meet the right profiles for your expertise

Become agile and simplify your day-to-day operations with integrated management and control tools

Share your knowledge with investors who match your expertise

Gain additional credibility in the investment market.

Choose your plan

Freemium
0€

Discovery
Free Plan
- Referencing on Investally
- Brief Notes – 2 / month
- Video Conference (Investing Room) – 1/ month
- Email contact available
- Online diary – 1 appointment / month
- RM available – Management of 5 contacts TBD
Standard
129.99€
Every month
- Referencing on Investally
- Brief Notes – Unlimited
- Video Conference (Investing Room) – Unlimited
- Online calendar – Appointments – Unlimited
- CRM : Contact management – Unlimited
- Live chat – Unlimited
- Content creation – Artificial Intelligence
Recommended
Expert
199.99€
Every month
- Referencing on Investally
- Brief Notes – Unlimited
- Video Conference (Investing Room) – Unlimited
- Online calendar – Unlimited appointments
- CRM – Unlimited contact management
- Real-time chat – Unlimited
- Content creation – Artificial Intelligence /
- Push Marketing/Communication/Visibility on our networks

Features on Investally.

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05 Simplified, ultra-fluid appointment scheduling software

Calendar synchronization with your business calendar

Secure internal messaging

A CRM that gives you a 360° view of your projects

A tool for creating customized wealth assessment forms

They are working on Investally.

Sascha, age 29

I appreciated the fact that the team was dedicated and available during my onboarding on Investally.
The integrated videoconferencing feature is a major bonus for keeping track of investors.

Yvan, age 42

Matching consultants and investors by expertise enables us to optimize our collaboration at every level (human and professional).

Nadège, age 39

A simple feature that adapts 100% to the needs of the wealth management profession. The various offers enable me to develop my business and market visibility step by step.