Client SuccessAuris Gestion
Auris Gestion partners with Clearwater JUMP
Auris Gestion is an independent asset management company, specializing in wealth and collective management. Free-spirited and entrepreneurial, Auris offers their clients a disciplined, yet human, asset management experience that is sustainable over the long-term. Given the company’s rapid expansion, Clearwater JUMP was able to meet all its needs with its scalable, powerful capabilities. A complete overhaul of the information system was needed in order to meet automation and digitalization challenges.
Market / Asset Managers
Auris Gestion manages the assets of its institutional clients by integrating their accounting, regulatory, tax, and solvency constraints.
Headquarters: Paris, France
Website: https://www.aurisgestion.com/
$3.5+
Billion Assets Under Management
50
Collaborators
2004
Society creation
Challenges
- Consolidating multiple systems into one solution while ensuring data accuracy and integrity.
- Enabling maximum user configuration autonomy for compliance, reporting, imports, and portfolio onboarding.
- Building a flexible and user-friendly system that does not require extensive technical knowledge or support.
- Providing a secure client web portal, online forms, and electronic signature features requires implementing robust security measures, ensuring seamless integration, and delivering a user-friendly experience.
Results
- Foresight on significant ROI in terms of consolidation and automation of daily activities.
- Responsiveness and expertise of the Clearwater team has created a relationship of trust from the very beginning of the project.
- Provide end customers with a complete digital experience through a secure client web portal, online forms, and electronic signature.
- Ability to meet all needs with a pricing approach and solution adapted to each portfolio.
“We needed a partner who could consolidate our collective and private management within a single scalable solution, and also capable of following our ambitions for internal and external growth.”
