CRM software for financial advisors, brokers, and real estate agencies, automating compliance, patrimonial analysis, and client account aggregation.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
EmpCo Directive — September 27, 2026
We analyzed the websites of over 250,000 companies, including Wizio's, to extract CSR initiatives and communications containing risky environmental claims.
Greenwashing risk score + your position within your sector
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Total organizations analyzedAnalysis by axis
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: January 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Alterplan
B
Development of wealth management platforms for financial advisors, including portfolio management, client reporting, investment strategy tools, and compliance monitoring.
Soan
B
Development of an all-in-one financial management software for businesses, including features for quotes, invoicing, payments, reminders, CRM, and pre-accounting. The software is compliant with Factur-X standards and simplifies administrative and financial management for businesses.
Modelo
B
Software solutions for real estate agents, covering the entire transaction process from lead generation to the signing of the sales deed.
Initiatives identified among leaders
Développement d'une offre commerciale pour la gestion de patrimoine
“noowu propose des outils de gestion de patrimoine ...” - AlterplanDéveloppement d'une offre commerciale pour la gestion de patrimoine
“noowu propose des outils de gestion de patrimoine ...” - AlterplanMettre en place des gestes éco-responsables
“Mettre en place des gestes éco-responsables tels q...” - Soan44% of similar organizations communicate on CSR issues
+55 initiatives collected from 50 similar organizations
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