Advise with method. Justify every decision.
Wealth advisors, family offices, independent managers — WERIN gives you the analytical infrastructure of large institutions, without the complexity. Auditable multi-criteria analysis, PDF reports and tracking of several portfolios in a single tool.
Built for your day-to-day reality.
Every feature was designed to meet the concrete constraints of an active practice — volume, deadlines, client expectations.
Multi-mandate tracking from one screen
Up to 10 active portfolios, 30 stocks per mandate. Every client, every allocation, centralized in a unified dashboard updated in real time.
Reports your clients actually understand
Exportable PDF diagnostics, scored stock by stock, with auditable justifications. Present your recommendations with the credibility of notre moteur de données institutional data.
A partner, not just software
Dedicated account manager, personalized team onboarding, priority support. WERIN adapts to your way of working, not the other way around.
Integration & white label (coming soon)
Native API to connect WERIN to your existing tools. Multi-tenant architecture designed for practices and distribution networks.
The numbers behind the Pro offer.
Capabilities designed to serve a demanding clientele at scale.
10
Simultaneous portfolios
30
Securities per mandate
1,500+
Scored securities
100%
Auditable diagnostic
Take it to the next level.
A dedicated contact to adapt WERIN to your practice. Book a call and see the product in action.
Or book a meeting directly: admin@werinfinance.com
Got a question? We'll answer.
Whether you have a question about our plans, need technical support, or want to learn more about WERIN, our team is here to help.
Our address
6B Boulevard Berthelot, Bureau 3 — 34000 Montpellier, France
