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Our expertise in 4 steps

From advice to follow-up: everything is designed for your needs

From defining needs to monitoring portfolios, our 4-step method ensures smooth, structured and efficient support for relevant solutions and real time savings.

step 1

Tailor-made advice

We define specifications based on your clients' objectives to offer a tailor-made solution.
Our strength: a personalized and innovative approach, adapted to each profile.

step 2

Independent structuring

We then launch a call for tenders with all of our banking partners in order to obtain the best market conditions. This competitive bidding process guarantees optimal execution and maximizes value for the end customer .

step 3

Simplified marketing

We provide all the necessary materials for marketing the structured product: marketing brochure, DIC, Termsheet, etc. You receive a ready-to-use, clear and compliant kit to transmit information transparently to your clients.

step 4

Ongoing and Educational Support

Thanks to our extranet, you can monitor your clients’ portfolios in real time.

The personalized platform also offers bespoke services, portfolio tracking, a marketplace, and educational training.

Let's work together

Choose an independent, human, and responsive partner to build together tailor-made solutions that reflect your unique needs.

Your dedicated space

To go beyond advice, a management tool designed for you.

From your Ozerus space, you can access:

  • Access to your tailor-made product offers

  • Free access to your portfolios in real time

  • Personalized and downloadable reports

  • A marketplace with free access

  • An educational service on this asset class

EN - Extranet bientot disponible

Our banking partners

*Non-exhaustive list

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