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The behavioral finance platform for wealth managers

Tailor your advice to your clients' financial personality.

Much more than investor profiling.

Test de personnalité financière - OdonaPlace
OdonaPlace

A unique method

Méthode Bewavior by Odonatech

By Odonatech

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

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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 en marque blanche

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

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Responsive applications.

Integrate and share

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

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Share on social media

Intégrez Odonaplace à vos 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 avec Wayne, l'assistant IA des CGP

Create personalized emails.​

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

Over 90 satisfied clients

Odonatech, prix de l'innovation digitale Patrimonia 2022

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Lauréats et jury Patrimonia 2022

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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