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The AI-Native Operating System for European Wealth Managers.

Valantis automates the compliance and reporting work of wealth managers, so every client gets your full attention.

Talk to us See how it works

Today

14:50

Préparation Fontaine

30 min

16:00

Advisory Call

1h

16:30

Daily Review

45 min

17:15

Portfolio Review — Vaucher

45 min

18:00

Mandate Signature — Mercier

30 min

Built for regulated wealth management. The workflows and standards Swiss and European wealth managers live with.

60–80%

of WM time currently spent on admin

1–2 hrs

freed up per wealth manager, per day

2

FINMA and MiFID II frameworks, natively supported

0

client data ever used to train AI

Your data stays in Europe. Hosted on Swiss infrastructure, isolated by client, and never used to train AI models.

Swiss infrastructure

Hosted on Swiss (Geneva) cloud or your private cloud. No Cloud Act.

Zero data retention

No queries recorded or used to train AI models

Client data isolation

Strict separation at database level between all firms

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Because every client deserves your full attention.