Antoine Rousseau
Business sale confirmed
Prepare liquidity allocation
CHARLIE increases revenue by 20% for wealth advisors managing more than €25M
Each advisor can serve 200 clients as if they only had one, and each client feels truly unique
Charlie connects everything: profile, portfolio, behavior, context
09:41
Charlie Alerts
Real-time prioritization
Sophie Martin
New child this quarter
Update wealth objectives
Karim Benali
Expatriation planned in June
Review tax and FX setup
Marc Dupont
€120K idle liquidity
Propose allocation scenario
Julie Moreau
€380K in current account
Structure 12-month placement
Alain Petit
Retirement contract inactive
Launch simulation and meeting
Claire Dupont
No contact for 45 days
Call this week
Jean Durand
AUM down by 18%
Schedule retention review
Laura Bernard
3 unanswered emails
Send short note + time slot
Antoine Rousseau
Business sale confirmed
Prepare liquidity allocation
Sophie Martin
New child this quarter
Update wealth objectives
Karim Benali
Expatriation planned in June
Review tax and FX setup
Marc Dupont
€120K idle liquidity
Propose allocation scenario
Julie Moreau
€380K in current account
Structure 12-month placement
Alain Petit
Retirement contract inactive
Launch simulation and meeting
Claire Dupont
No contact for 45 days
Call this week
Jean Durand
AUM down by 18%
Schedule retention review
Laura Bernard
3 unanswered emails
Send short note + time slot
Who needs outreach today?
Which portfolios drifted out of mandate?
Which clients carry uncovered risk?
What report must go out before 5 PM?
Which client should I call first today?
1. Mapping holdings, mandate, and client profile...Running
2. Detecting priority risks and opportunities...Running
3. Drafting a personalized client update...Running
You made two promises you can't keep.
1. I watch everything
I act before risk. I seize opportunity.
2. I make it all visible
I call you before you doubt.
85%
Portfolios sit unwatched between two meetings
Risk accumulates, in silence
2–3 h
To produce one report
Often generic and useless
20%
Clients walk away every year
They pay but don't see your value: weak follow-up
10%
Of your growth comes from current clients
An undermonetized client base
A satisfied client adds capital and refers friends.
Every satisfied client means more AUM, more referrals, and more fees.
A neglected client leaves and tells everyone why.
Every lost client means lost AUM, lost referrals, and lost fees.
Satisfied client
More AUM
More referrals
More fees
Lost client
Lost AUM
Lost referrals
Lost fees
AUM · Referrals · Fees
AUM · Referrals · Fees
How Charlie works in practice
Charlie centralizes the client data that matters and uses it automatically so you act at the right time.
Your clients get better follow-up.
They stay, invest more, and talk about you.
Cold prospecting
Word of mouth
Assets under management
Revenue per client
Without extra effort
Charlie centralizes, understands, detects, and gets you to act.
You finally have the right information. And above all, you know what to do with it.
One unique infrastructure. Three service models.
Choose your model. Charlie fits your existing stack.
Swipe to compare models
Independent wealth advisor.
You want to grow your portfolio quickly without burning out. Charlie becomes your system to scale intelligently from day one.
Charlie increases your revenue per client
Retain more. Monetize each client better. Generate more referrals.
Key questions
Essential answers on value, rollout, and security.
Charlie continuously monitors portfolios and client context, detects risks and opportunities, prioritizes who to contact, and prepares the right message at the right moment.