O2S is the CRM for wealth advisers from Harvest France. Advisers manage their clients in one tool, from onboarding to management acts. O2S aggregates clients' account positions, supports compliance across the regulatory journey (DDA, MiFID II, anti-money-laundering rules and the obligations of the CIF status), analyses portfolios on performance, diversification and style, and sends automatic alerts. Electronic signature and document management are built in; the O2S Success offer adds APIs, extra storage space and single sign-on.
Harvest France SAS has its registered office in Paris and belongs to the Harvest group. According to the group page, Harvest aims to deliver its whole range as cloud/SaaS and through APIs. The data protection charter says the personal data it processes is not transferred outside the European Union. The product page names no parent company, hosting party or delivery model for O2S. Ask for these details and document them in the data processing agreement.