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The behavioral finance platform for wealth managers

Tailor your advice to your clients' financial personality.

Much more than investor profiling.

Financial Personality Test - OdonaPlace
OdonaPlace

A unique method

Bewavior Method by Odonatech

By Odonatech

Bewavior is a method focused on understanding individual emotions and behaviors.

It is at the core of Odonaplace, the platform for wealth management advisors, and serves as a powerful tool to better understand, advise, and retain investors.

A tool that reflects you

A white label solution

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Odonaplace white label

According to your image and colors, we integrate your logo and your graphic charter—you don't have to worry about anything!​

Responsive applications.

Integrate and share

Integrate your applications into your web pages (website, landing page, campaigns, etc.)​

Share on social media

Integrate Odonaplace into your applications
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Communicate

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Communiquez à partir d'OdonaPlace

Easily share their private access link to the applications with your clients: via email, SMS, etc.

Chat with your personal assistant

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Conversation with Wayne, the CGP AI Assistant

Create personalized emails.

Prepare your schedule according to the personality of your clients.​

Tarif unique, sans surprise

Offrez à chaque prospect un parcours sur-mesure grâce à un diagnostic comportemental, financier et patrimonial ultra complet.

- Proposez un quiz de personnalité financière ludique et intuitif

- Suivez une méthode de profilage unique

- Structurez un parcours digital sans perdre la relation humaine

2 000 € HT - abonnement annuel, sans frais cachés.

✔ Accès illimité à la plateforme
✔ Intégration en marque blanche
✔ Mises à jour et accompagnement inclus

Soit moins de 170€/mois pour digitaliser et valoriser chaque rendez-vous client.

Over 90 satisfied clients

Odonatech, Patrimonia 2022 digital innovation prize

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Patrimonia 2022 winners and jury

They are the ones who can speak best about it

Olivier Noraz, Head of La Financière du Phare

Currently, we are experiencing a paradigm shift and a revolution across all professions. It is highly likely that wealth management will also undergo its own revolution, and those who use Odonatech's tools will be at the forefront of the new era in wealth management.
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