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A global view of your portfolio
Access a consolidated view of every patrimonial situation under management, continuously updated thanks to native data aggregation.
For wealth advisor practices
The wealth management platform built for advisor practices.
Karbonalpha centralizes client data, structures regulatory workflows, and gives you a clear view of every patrimonial situation under management — in a single environment, without jumping between tools.
The reality
Wealth advisor practices operate under constant tension.
On one side, the determination to preserve autonomy, client proximity, and the freedom to decide. On the other, intensifying regulatory pressure and rising operational complexity.
Day-to-day work is often shaped by a proliferation of tools, repeated data entry, and back-and-forth between different interfaces. A significant share of time is spent reconstructing a coherent view of a case before strategic analysis can even begin.
Karbonalpha transforms that reality.
A workspace that structures, secures, and frees up your time.
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Real-time compliance
Regulatory workflows are embedded in the platform itself. Compliance is not added after the fact: it accompanies every step of the client relationship.
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Continuous case follow-up
Prepare your meetings, document your decisions, and produce your deliverables in a single environment where information stays organized and accessible over time.
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Decision audit trail
Every action is recorded, every decision justifiable. You always have a reliable, structured history of your activity at hand.
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Integrated document management
Centralize, organize, and secure all of your client documents in a dedicated, accessible, and structured workspace.
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Practice steering
Track your overall activity with clear indicators — subscriptions, assets under management, regulatory progress — while offering your end clients a dedicated portal for follow-up, documents, and secure exchanges.
Karbonalpha key figures
practices supported
in aggregated assets
partner connectors
Embedded intelligence
ALIX, your intelligent copilot.
Karbonalpha natively integrates ALIX, a proprietary AI agent developed in-house. In your day-to-day practice, ALIX acts as a copilot: it analyzes your cases, surfaces points of attention that could otherwise be missed, supports the production of consistent deliverables, and helps you secure your reasoning before every important decision.
It lets you query your activity data in natural language — contracts, clients, assets, events — and obtain the corresponding analysis, table, or chart within seconds, with no technical syntax to learn.
ALIX operates within the sovereign framework of the Karbonalpha infrastructure. It does not provide financial advice, does not modify any data, and does not generate any regulatory document.
Karbonalpha remains the structuring framework. ALIX is the copilot. The decision stays yours.
Talk to us about ALIX →
Your wealth data consolidated, with no rekeying and no loss of control.
For a wealth advisor practice, the quality of advice also depends on the quality of the data available. Contracts, assets, allocations, financial information, ESG indicators: this data is often scattered across several partners, several extranets, and several tracking files.
With more than 80 partner connectors, Karbonalpha integrates a proprietary aggregation solution, developed in-house, which surfaces partner data directly inside your workspace.
You gain a consolidated view of your portfolios, you cut down on rekeying, and you work on data that is structured, usable, and up to date.
+80
partner connectors
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A more reliable portfolio view
Access contracts, assets, and key information from a single environment, without multiplying connections to partner extranets.
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Less rekeying, more useful time
Aggregated data feeds your cases, your reporting, and your steering — reducing manual handling.
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ESG monitoring built in
Aggregated information makes it possible to track ESG indicators and strengthen advice consistency within sustainable finance requirements.
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Data you keep control of
Aggregation is developed by Karbonalpha and integrated into its sovereign infrastructure: your data stays within a secured, controlled framework.
Practices that have chosen a structuring environment.
Une plate-forme puissante et bien pensée. L’interface est fluide, les modules sont complets et la GED m’a fait gagner beaucoup de temps. Merci au support pour la réactivité des échanges
Karbonalpha est une excellente alternative aux solutions traditionnelles. Tout est pensé pour simplifier la vie des cabinets indépendants : conformité, audit, gestion des documents, agrégation.. Tout est plus simple !
Magnifique outil ! Un vrai assistant digital pour CGP, tout ce qu'il me fallait !!
L’outils est robuste, les mises à jour sont régulières et pertinentes. Je recommande vivement
Une plate-forme complète adaptée à mes besoins. L’interface donne envie de se connecter, et le réglementaire devient une partie de plaisir, mention spéciale à l’agrégation qui est devenue super fiable !
Pleinement satisfait de la plate-forme, ultra performante et en amélioration permanente ! L’approche règlementaire est optimisée et surtout assistée. Je recommande vivement KarbonAlpha… contrairement à d’autres plate-formes qui accumulent le retard sur la…
Frequently asked questions.
Does Karbonalpha replace my existing tools?
Karbonalpha is designed to be the main foundation of your activity. It natively integrates the functions a wealth management practice needs day to day: aggregation, compliance, document management, steering. The transition can be carried out gradually, supported by our teams.
How long does it take to get started?
Onboarding is structured and supported. Most practices are up and running on the platform within a few days. Our teams are available to make sure your environment is operational in the best possible conditions.
Is my data hosted in France?
Yes. Hosting is certified in France. Your clients’ patrimonial data stays within a sovereign, controlled environment, with no transfer to third-party systems.
Is the platform suitable for a small practice?
Karbonalpha is used by practices of every size, from independent advisors just starting out to firms with several dozen employees. The infrastructure adapts to your organization.
Our teams walk you through the platform in the context of your own practice, answer your questions, and let you concretely evaluate what Karbonalpha can bring to your firm.