Cyrus Herez
Development of the client area of the French wealth management leader
5months of development
20MdAssets
10k+Clients
The need
- Cyrus Herez is a company specialising in wealth management consultancy, in financial investments and for business management, which generated over 150 million euros in revenue in 2023.
- They enlisted Galadrim to develop a client area allowing their end clients to manage their investment portfolio.
Galadrim's solution
- The solution we developed includes the following features: viewing charts of their investment distribution, electronically sign documents, consult the progress of an investment file's processing, as well as all documents relating to their asset situation.
- We retrieve investment data from the internal API of Cyrus Herez and the API of Powens, an Open Finance and Embedded Banking platform.
