INVESTHUB NETWORK

Smooth and well-documented management of your partners

A dedicated platform for financial advisors, brokers, and partners to manage their transactions, automate commissions, streamline subscriptions, and ensure compliance.

INVESTHUB NETWORK

Smooth and well-documented management of your partners

A dedicated platform for financial advisors, brokers, and partners to manage their transactions, automate commissions, streamline subscriptions, and ensure compliance.

INVESTHUB NETWORK

Smooth and well-documented management of your partners

A dedicated platform for financial advisors, brokers, and partners to manage their transactions, automate commissions, streamline subscriptions, and ensure compliance.

INVESTHUB NETWORK

Smooth and well-documented management of your partners

A dedicated platform for financial advisors, brokers, and partners to manage their transactions, automate commissions, streamline subscriptions, and ensure compliance.

INVESTHUB NETWORK

Smooth and well-documented management of your partners

A dedicated platform for financial advisors, brokers, and partners to manage their transactions, automate commissions, streamline subscriptions, and ensure compliance.

Our trusted clients

Our trusted clients

Our trusted clients

Our trusted clients

Designed for all stakeholders in the distribution industry

Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.

Financial Advisors and Brokers

Provide your partners with a clear vision: real-time dashboards, detailed reports, and automatically calculated commissions, all without manual effort.

Networks & Platforms

Centralize your distributors in a single framework. Manage authorizations, compliance, and performance tracking with reliability and transparency.

Business Directions

Engage your network with integrated tools. Track revenue and incentives in real-time to adjust your actions and effectively expand your network.

Designed for all stakeholders in the distribution industry

Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.

Financial Advisors and Brokers

Provide your partners with a clear vision: real-time dashboards, detailed reports, and automatically calculated commissions, all without manual effort.

Networks & Platforms

Centralize your distributors in a single framework. Manage authorizations, compliance, and performance tracking with reliability and transparency.

Business Directions

Engage your network with integrated tools. Track revenue and incentives in real-time to adjust your actions and effectively expand your network.

Designed for all stakeholders in the distribution industry

Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.

Financial Advisors and Brokers

Provide your partners with a clear vision: real-time dashboards, detailed reports, and automatically calculated commissions, all without manual effort.

Networks & Platforms

Centralize your distributors in a single framework. Manage authorizations, compliance, and performance tracking with reliability and transparency.

Business Directions

Engage your network with integrated tools. Track revenue and incentives in real-time to adjust your actions and effectively expand your network.

Designed for all stakeholders in the distribution industry

Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.

Financial Advisors and Brokers

Provide your partners with a clear vision: real-time dashboards, detailed reports, and automatically calculated commissions, all without manual effort.

Networks & Platforms

Centralize your distributors in a single framework. Manage authorizations, compliance, and performance tracking with reliability and transparency.

Business Directions

Engage your network with integrated tools. Track revenue and incentives in real-time to adjust your actions and effectively expand your network.

Designed for all stakeholders in the distribution industry

Our teams combine a deep understanding of management sectors with the challenges of digital transformation within Private Equity. They speak the language of your operations.

Financial Advisors and Brokers

Provide your partners with a clear vision: real-time dashboards, detailed reports, and automatically calculated commissions, all without manual effort.

Networks & Platforms

Centralize your distributors in a single framework. Manage authorizations, compliance, and performance tracking with reliability and transparency.

Business Directions

Engage your network with integrated tools. Track revenue and incentives in real-time to adjust your actions and effectively expand your network.

Over 400 wealth management firms and 4,000 wealth managers

Join the InvestHub ecosystem and accelerate your growth.

Over 400 wealth management firms and 4,000 wealth managers

Join the InvestHub ecosystem and accelerate your growth.

Over 400 wealth management firms and 4,000 wealth managers

Join the InvestHub ecosystem and accelerate your growth.

Connected partners

InvestHub Network seamlessly connects with major wealth management players such as Harvest, Karbonalpha, Wealthcome, and Climb. With these bidirectional data flows, your data stays synchronized and your processes are streamlined.

Downstream Flows

Automatic creation of investor files, pre-filling of subscriptions using data from your partners, KYC collection and due diligence.

Upward Trends

Consolidation of validated subscriptions, outstanding amounts, and commissions to enrich partner CRMs and dashboards.

Connected partners

InvestHub Network seamlessly connects with major wealth management players such as Harvest, Karbonalpha, Wealthcome, and Climb. With these bidirectional data flows, your data stays synchronized and your processes are streamlined.

Downstream Flows

Automatic creation of investor files, pre-filling of subscriptions using data from your partners, KYC collection and due diligence.

Upward Trends

Consolidation of validated subscriptions, outstanding amounts, and commissions to enrich partner CRMs and dashboards.

Connected partners

InvestHub Network seamlessly connects with major wealth management players such as Harvest, Karbonalpha, Wealthcome, and Climb. With these bidirectional data flows, your data stays synchronized and your processes are streamlined.

Downstream Flows

Automatic creation of investor files, pre-filling of subscriptions using data from your partners, KYC collection and due diligence.

Upward Trends

Consolidation of validated subscriptions, outstanding amounts, and commissions to enrich partner CRMs and dashboards.

Connected partners

InvestHub Network seamlessly connects with major wealth management players such as Harvest, Karbonalpha, Wealthcome, and Climb. With these bidirectional data flows, your data stays synchronized and your processes are streamlined.

Downstream Flows

Automatic creation of investor files, pre-filling of subscriptions using data from your partners, KYC collection and due diligence.

Upward Trends

Consolidation of validated subscriptions, outstanding amounts, and commissions to enrich partner CRMs and dashboards.

Connected partners

InvestHub Network seamlessly connects with major wealth management players such as Harvest, Karbonalpha, Wealthcome, and Climb. With these bidirectional data flows, your data stays synchronized and your processes are streamlined.

Downstream Flows

Automatic creation of investor files, pre-filling of subscriptions using data from your partners, KYC collection and due diligence.

Upward Trends

Consolidation of validated subscriptions, outstanding amounts, and commissions to enrich partner CRMs and dashboards.

Our integrated and connected partners

  • caceis-logo-private-equity

Our integrated and connected partners

  • caceis-logo-private-equity

Our integrated and connected partners

  • caceis-logo-private-equity

Our integrated and connected partners

  • caceis-logo-private-equity

Our integrated and connected partners

  • caceis-logo-private-equity

InvestHub has revolutionized our intermediated distribution by helping us transition into the digital age. Their multi-module platform perfectly meets our needs throughout the client/distributor lifecycle.

Reviewer Image

Baptiste Braux

Vice President - Digital - Investor Relations

InvestHub has revolutionized our intermediated distribution by helping us transition into the digital age. Their multi-module platform perfectly meets our needs throughout the client/distributor lifecycle.

Reviewer Image

Baptiste Braux

Vice President - Digital - Investor Relations

InvestHub has revolutionized our intermediated distribution by helping us transition into the digital age. Their multi-module platform perfectly meets our needs throughout the client/distributor lifecycle.

Reviewer Image

Baptiste Braux

Vice President - Digital - Investor Relations

InvestHub has revolutionized our intermediated distribution by helping us transition into the digital age. Their multi-module platform perfectly meets our needs throughout the client/distributor lifecycle.

Reviewer Image

Baptiste Braux

Vice President - Digital - Investor Relations

InvestHub has revolutionized our intermediated distribution by helping us transition into the digital age. Their multi-module platform perfectly meets our needs throughout the client/distributor lifecycle.

Reviewer Image

Baptiste Braux

Vice President - Digital - Investor Relations

Key features

Onboarding & Approval

Online KYC/KYD collection with automated regulatory validation.

Training and network engagement

Provision of resources, webinars, and engagement tracking.

Client Subscriptions

Fully digitalized and personalized subscription journey.

Portfolio Management and Reporting

Real-time dashboard, report export, product and customer segmentation.

Payment of commissions

Automated calculations, scheduled payments, and accessible statements.

Analysis and Optimization

Network KPIs, opportunity detection, and recommendations.

Key features

Onboarding & Approval

Online KYC/KYD collection with automated regulatory validation.

Training and network engagement

Provision of resources, webinars, and engagement tracking.

Client Subscriptions

Fully digitalized and personalized subscription journey.

Portfolio Management and Reporting

Real-time dashboard, report export, product and customer segmentation.

Payment of commissions

Automated calculations, scheduled payments, and accessible statements.

Analysis and Optimization

Network KPIs, opportunity detection, and recommendations.

Key features

Onboarding & Approval

Online KYC/KYD collection with automated regulatory validation.

Training and network engagement

Provision of resources, webinars, and engagement tracking.

Client Subscriptions

Fully digitalized and personalized subscription journey.

Portfolio Management and Reporting

Real-time dashboard, report export, product and customer segmentation.

Payment of commissions

Automated calculations, scheduled payments, and accessible statements.

Analysis and Optimization

Network KPIs, opportunity detection, and recommendations.

Key features

Onboarding & Approval

Online KYC/KYD collection with automated regulatory validation.

Training and network engagement

Provision of resources, webinars, and engagement tracking.

Client Subscriptions

Fully digitalized and personalized subscription journey.

Portfolio Management and Reporting

Real-time dashboard, report export, product and customer segmentation.

Payment of commissions

Automated calculations, scheduled payments, and accessible statements.

Analysis and Optimization

Network KPIs, opportunity detection, and recommendations.

Key features

Onboarding & Approval

Online KYC/KYD collection with automated regulatory validation.

Training and network engagement

Provision of resources, webinars, and engagement tracking.

Portfolio Management and Reporting

Real-time dashboard, report export, product and customer segmentation.

Payment of commissions

Automated calculations, scheduled payments, and accessible statements.

InvestHub Network in Numbers

+40%

network productivity

-60%

subscription deadlines

0

commission dispute

InvestHub Network in Numbers

+40%

network productivity

-60%

subscription deadlines

0

commission dispute

InvestHub Network in Numbers

+40%

network productivity

-60%

subscription deadlines

0

commission dispute

InvestHub Network in Numbers

+40%

network productivity

-60%

subscription deadlines

0

commission dispute

InvestHub Network in Numbers

+40%

network productivity

-60%

subscription deadlines

0

commission dispute

Our customer testimonials

  • "It's a genuine pleasure to work daily with a dedicated, proactive, and responsive team."

    Virgnie Jacquin

    Distributor Relations Manager

  • “InvestHub has revolutionized our intermediary distribution by guiding us into the digital age. Their multi-module platform perfectly aligns with our needs throughout the customer/distributor lifecycle.”

    Sophie Peyroutet

    Head of Operations

  • "InvestHub fulfills a crucial goal: providing our investors with secure and easy access to their portfolio. After several months of use, we are witnessing genuine daily effectiveness."

    Nicolas Prost

    Director of Development and Investor Relations

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Baptiste Braux

    Vice President - Digital - IR

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Ariane Doutey

    Head of Sales & Marketing

  • “Initialement déployé pour les équipes opérations, InvestHub a rapidement été adopté par les commerciaux comme par le marketing, chacun y trouvant des leviers d’autonomie et de performance adaptés à ses enjeux. “

    text

    text

Our customer testimonials

  • "It's a genuine pleasure to work daily with a dedicated, proactive, and responsive team."

    Virgnie Jacquin

    Distributor Relations Manager

  • “InvestHub has revolutionized our intermediary distribution by guiding us into the digital age. Their multi-module platform perfectly aligns with our needs throughout the customer/distributor lifecycle.”

    Sophie Peyroutet

    Head of Operations

  • "InvestHub fulfills a crucial goal: providing our investors with secure and easy access to their portfolio. After several months of use, we are witnessing genuine daily effectiveness."

    Nicolas Prost

    Director of Development and Investor Relations

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Baptiste Braux

    Vice President - Digital - IR

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Ariane Doutey

    Head of Sales & Marketing

  • “Initialement déployé pour les équipes opérations, InvestHub a rapidement été adopté par les commerciaux comme par le marketing, chacun y trouvant des leviers d’autonomie et de performance adaptés à ses enjeux. “

    text

    text

Our customer testimonials

  • "It's a genuine pleasure to work daily with a dedicated, proactive, and responsive team."

    Virgnie Jacquin

    Distributor Relations Manager

  • “InvestHub has revolutionized our intermediary distribution by guiding us into the digital age. Their multi-module platform perfectly aligns with our needs throughout the customer/distributor lifecycle.”

    Sophie Peyroutet

    Head of Operations

  • "InvestHub fulfills a crucial goal: providing our investors with secure and easy access to their portfolio. After several months of use, we are witnessing genuine daily effectiveness."

    Nicolas Prost

    Director of Development and Investor Relations

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Baptiste Braux

    Vice President - Digital - IR

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Ariane Doutey

    Head of Sales & Marketing

  • “Initialement déployé pour les équipes opérations, InvestHub a rapidement été adopté par les commerciaux comme par le marketing, chacun y trouvant des leviers d’autonomie et de performance adaptés à ses enjeux. “

    text

    text

Our customer testimonials

  • "It's a genuine pleasure to work daily with a dedicated, proactive, and responsive team."

    Virgnie Jacquin

    Distributor Relations Manager

  • “InvestHub has revolutionized our intermediary distribution by guiding us into the digital age. Their multi-module platform perfectly aligns with our needs throughout the customer/distributor lifecycle.”

    Sophie Peyroutet

    Head of Operations

  • "InvestHub fulfills a crucial goal: providing our investors with secure and easy access to their portfolio. After several months of use, we are witnessing genuine daily effectiveness."

    Nicolas Prost

    Director of Development and Investor Relations

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Baptiste Braux

    Vice President - Digital - IR

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Ariane Doutey

    Head of Sales & Marketing

  • “Initialement déployé pour les équipes opérations, InvestHub a rapidement été adopté par les commerciaux comme par le marketing, chacun y trouvant des leviers d’autonomie et de performance adaptés à ses enjeux. “

    text

    text

Our customer testimonials

  • "It's a genuine pleasure to work daily with a dedicated, proactive, and responsive team."

    Virgnie Jacquin

    Distributor Relations Manager

  • “InvestHub has revolutionized our intermediary distribution by guiding us into the digital age. Their multi-module platform perfectly aligns with our needs throughout the customer/distributor lifecycle.”

    Sophie Peyroutet

    Head of Operations

  • "InvestHub fulfills a crucial goal: providing our investors with secure and easy access to their portfolio. After several months of use, we are witnessing genuine daily effectiveness."

    Nicolas Prost

    Director of Development and Investor Relations

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Baptiste Braux

    Vice President - Digital - IR

  • "InvestHub has enabled us to structure our processes, not just digitalize them. Our teams are now saving time."

    Ariane Doutey

    Head of Sales & Marketing

  • “Initialement déployé pour les équipes opérations, InvestHub a rapidement été adopté par les commerciaux comme par le marketing, chacun y trouvant des leviers d’autonomie et de performance adaptés à ses enjeux. “

    text

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Why choose InvestHub?

Comprehensive Coverage: From the initial call to final distributions, every stage of your fund's lifecycle is managed for you.

Customization & adaptability: Workflows and templates tailored to your business rules.

Unified experience: A single platform to align finance, legal, and investor relations.

European focus: Compliant with European standards and tailored to the realities of general partners (GP) and limited partners (LP) based in Europe.

Energizing the network: Integrated marketing tools, incentive programs, and analytics.

Why choose InvestHub?

Comprehensive Coverage: From the initial call to final distributions, every stage of your fund's lifecycle is managed for you.

Customization & adaptability: Workflows and templates tailored to your business rules.

Unified experience: A single platform to align finance, legal, and investor relations.

European focus: Compliant with European standards and tailored to the realities of general partners (GP) and limited partners (LP) based in Europe.

Energizing the network: Integrated marketing tools, incentive programs, and analytics.

Why choose InvestHub?

Comprehensive Coverage: From the initial call to final distributions, every stage of your fund's lifecycle is managed for you.

Customization & adaptability: Workflows and templates tailored to your business rules.

Unified experience: A single platform to align finance, legal, and investor relations.

European focus: Compliant with European standards and tailored to the realities of general partners (GP) and limited partners (LP) based in Europe.

Energizing the network: Integrated marketing tools, incentive programs, and analytics.

Why choose InvestHub?

Comprehensive Coverage: From the initial call to final distributions, every stage of your fund's lifecycle is managed for you.

Customization & adaptability: Workflows and templates tailored to your business rules.

Unified experience: A single platform to align finance, legal, and investor relations.

European focus: Compliant with European standards and tailored to the realities of general partners (GP) and limited partners (LP) based in Europe.

Energizing the network: Integrated marketing tools, incentive programs, and analytics.

Why choose InvestHub?

Comprehensive Coverage: From the initial call to final distributions, every stage of your fund's lifecycle is managed for you.

Customization & adaptability: Workflows and templates tailored to your business rules.

Unified experience: A single platform to align finance, legal, and investor relations.

European focus: Compliant with European standards and tailored to the realities of general partners (GP) and limited partners (LP) based in Europe.

Energizing the network: Integrated marketing tools, incentive programs, and analytics.

Ready to streamline your fund management?

Join the InvestHub ecosystem and accelerate your growth.

Ready to streamline your fund management?

Join the InvestHub ecosystem and accelerate your growth.

Ready to streamline your fund management?

Join the InvestHub ecosystem and accelerate your growth.

Ready to streamline your fund management?

Join the InvestHub ecosystem and accelerate your growth.

Do you have any questions?

Do you have any questions?

Do you have any questions?

Do you have any questions?

Do you have any questions?

How are commissions calculated and paid?

Commissions are automatically calculated based on the rules outlined in your contracts (rates, tiers, retrocessions). Statements are made available to distributors and transfers are scheduled on fixed dates.

What KYC-AML capabilities and due diligence does the platform offer?

What does digital contracting involve?

How does access automation work?

Is it possible to customize subscription processes and contracts according to the distributor?

How are commissions calculated and paid?

Commissions are automatically calculated based on the rules outlined in your contracts (rates, tiers, retrocessions). Statements are made available to distributors and transfers are scheduled on fixed dates.

What KYC-AML capabilities and due diligence does the platform offer?

What does digital contracting involve?

How does access automation work?

Is it possible to customize subscription processes and contracts according to the distributor?

How are commissions calculated and paid?

Commissions are automatically calculated based on the rules outlined in your contracts (rates, tiers, retrocessions). Statements are made available to distributors and transfers are scheduled on fixed dates.

What KYC-AML capabilities and due diligence does the platform offer?

What does digital contracting involve?

How does access automation work?

Is it possible to customize subscription processes and contracts according to the distributor?

How are commissions calculated and paid?

Commissions are automatically calculated based on the rules outlined in your contracts (rates, tiers, retrocessions). Statements are made available to distributors and transfers are scheduled on fixed dates.

What KYC-AML capabilities and due diligence does the platform offer?

What does digital contracting involve?

How does access automation work?

Is it possible to customize subscription processes and contracts according to the distributor?

How are commissions calculated and paid?

Commissions are automatically calculated based on the rules outlined in your contracts (rates, tiers, retrocessions). Statements are made available to distributors and transfers are scheduled on fixed dates.

What KYC-AML capabilities and due diligence does the platform offer?

What does digital contracting involve?

How does access automation work?

Is it possible to customize subscription processes and contracts according to the distributor?