PatrimoineOS turns the largest directory of French wealth management professionals into a living, intelligent platform. Track engagement, surface opportunities, and grow your network on autopilot.
Experts du Patrimoine connects thousands of CGPs, CIFs, notaries, and advisors with the clients who need them. But behind the directory, operations still run on manual processes, disconnected tools, and gut instinct.
PatrimoineOS is the layer that turns your network into a machine: automated lead matching, professional engagement analytics, competitor intelligence, and growth campaigns. All in one place.
Track listing performance, professional engagement, and client search patterns across all 5 markets in real time.
AI-powered matching between client needs and advisor specialties. Surface the right professional before the client even asks.
Automated outreach to bring new CGPs and advisors onto the platform. Personalized campaigns that convert at scale.
Monitor emerging wealthtech platforms, new directories, and market shifts. Know what competitors are doing before they announce it.
Generate financial guides, market updates, and glossary entries. Keep the platform fresh without a content team.
Coordinate industry events, portfolio competitions, and professional meetups. From promotion to post-event analytics.
Every great network eventually needs intelligence. PatrimoineOS transforms a decade of relationships into a system that grows, learns, and operates while you focus on what matters most.