Paris-based investment firm Inocap Gestion has launched a mobile asset management application, targeting business to business and business to consumer networks.
The app, called Waren and launched in partnership with Generali Patrimoine, aims to provide savers and financial advisers with key and relevant information on Inocap Gestion’s funds, companies invested by the funds, reporting, portfolio management changes.
Olivier Bourdelas, chairman and founder of Inocap Gestion, said the application was inspired by social networks’ practices and enables to create real time information flows for investors of the French boutique.
Sonia Fendler, member of Generali France’s executive committee, responsible for patrimonial clients, added that with ongoing regulatory changes and customer experience challenges, the app will transform investor documentation such as monthly reports and financial notices into customised and continued flows.
The app is free and is available on the French version of the Apple Store.
Inocap Gestion’s assets under management were exceeding €600m as of end December 2017.