Engineered in Geneva

The Operating System for European Wealth Managers.

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

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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 actually live with.

1–2 hrs
saved per wealth manager, per day
60–80%
of WM time currently spent on admin
2
regulatory frameworks natively supported
0
client data used for AI training

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

European infrastructure
Hosted on Swiss servers, EU adequacy compliant
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.

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