ITW : The contract "Ma Sentinelle Vie" presented by Olivier Gentier – Advize's CEO – to L'AGEFI TV

Olivier Gentier, Advize’s CEO, was interviewed on the 9th of Octobre 2018 by the journalist Pauline Armandet for L’AGEFI TV to talk about the launch of the new contract “Ma Sentinelle Lux” insured by the Luxembourg insurer One Life and offered in partnership with Active Asset Allocation. After presenting his company founded in 2012, first company in France to offer a B2C robo-advisoring solution, Olivier Gentier …

Active Asset Allocation and mes-placements.fr launch a new life insurance contract

Active Asset Allocation and the French online insurance broker mes-placements.fr are pleased to announce their new partnership and the launch of the new life insurance contract mes-placements Liberté, insured by Spirica from the Crédit Agricole Group. This new contract is beneficial for long term investors who : do not have the time or the knowledge to manage their life insurance contracts wish …

Launch Innorescence

UAF Patrimoine launches INNORESCENCE, a new 100% Digital contract in partnership with Active Asset Allocation

Thursday April the 5th, UAF Life Patrimoine celebrated with it’s partners Active Asset Allocation and Universign, the launch of a new and entirely digital life insurance contract : INNORESCENCE. This new offering enables the partners of UAF Life Patrimoine  and the insurer Spirica to open new life insurance contracts through a 100% digital experience, allowing them to configure the customer profile and project to define …

Active Asset Allocation becomes an InsurTech partnering with UAF Life Patrimoine for the integration of RAFA in 2 contracts

UAF Life Patrimoine, the French Wealth Management company fully owned by Crédit Agricole Assurances recently announced a partnership with the Fintech Active Asset Allocation, integrating their B2B Robo Advisory solution RAFA – Robo Allocator For Advisors –  in two contracts : Version Abolue – La Nouvelle Edition and My Contract. 1 – The first Contract – Version Absolue – La Nouvelle Edition – offering a profiling …

The retirement institution for French Doctors (CARMF) has awarded AAA with a new mandate

  The retirement institution for French Doctors (Caisse Autonome de Retraite des Médecins de France) (CARMF) selected Active Asset Allocation (AAA) to advise the asset allocation of its new overlay fund with its unique risk management approach, which aims to control the risks of capital loss. Adina Grigoriu and Olivier Hiezely, co-founders of Active Asset Allocation, welcome the willingness of …