Launch year: 2019
Country: France

Pono, SaaS solution for fiduciary management industrialization

Concept description

Pono provides a SaaS platform to simplify fiduciary assets portofolio management. Solution objective is above all to support fiduciary managers in their contracts management. To do so, Pono offers a unique tool in order to integrate efficiently new activities into their organization (legal advice, credit guaranteed by collateral, private management, etc.).

The SaaS platform has therefore been developped to streamline the management, control and monitoring of fiduciary portfolios from any firm entitled to exercise fiduciary functions : Insurers, Lawyers, Banks, Investment Companies and Portfolio Management Companies.

Value proposition

Pono assists fiduciary manager in the management of their low added value tasks (contract signature, delegated gestion and contract completion). As a result, it helps them to be in capacity to focus on their financial and legal expertise :

  • Easy to configure and to adapt to any type of fiduciary situation : type of settlor, beneficiary, assets, tasks, etc.
  • Rationalization of the fiduciary management : definition of fiduciary obligations and then organization of the resulting tasks throughout contract life cycle
  • Collaborative platform : accessible at any time by the fiduciary manager and its management team
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