NIDRIAFor wealth management practices
Time to advise every one of your clients.
One workflow, created once and reused for every new client.
3 / 5 steps completed
Document signed by Camille Durand. Your team remains in control of the next step.
Document signed by Camille Durand. Your team remains in control of the next step.
NIDRIAYour practice is preparing the wealth assessment. The presentation and discussion are still to come.
Document signed by Camille Durand. Your team remains in control of the next step.
Your practice is preparing the wealth assessment. The presentation and discussion are still to come.
Fictional exchange. No message sent.
THE PROBLEM
Your team waits for documents. Your client waits for an update.
Missing document
Asset summary
Asset document to update
Your workflow
Your method, reused for every client.
Follow-up time saved
1 hr 8 minacross 3 clients
Simulation · fictional durations
I review the client’s situation and objectives, analyse their assets, prepare the assessment and present it.
Wealth assessment
Configurable exampleOther workflows, tailored to your method.
Wealth transfer
8 steps in this exampleReal estate investment
12 steps in this exampleEvery client moves at their own pace.
You stay in control of approvals.
Document requests, reminders and progress updates.
CONTACT IMPORT
People, companies and client record information, from your compatible CSV.
CRM
HubSpot
PipedriveSpreadsheets
Excel
Google SheetsBusiness software
Export → CSV import
NIDRIA| Name | Status |
|---|---|
| Selected contactCamille Durand | Client |
| Thomas Martin | Prospect |
| Sarah Laurent | Client |
Illustrative example
Certified electronic signatures
Your templates, ready for every client.
Template with signature areas for the parties to the engagement.
Client signature
Practice signature
THE COMPARISON
Scroll across the table to compare all three solutions.
| What matters | By handEmails and spreadsheets | General-purpose CRM*Client follow-up to configure | NIDRIAYour practice’s follow-up |
|---|---|---|---|
AUTOMATED FOLLOW-UP | |||
| Shared client workflow |
Follow-up to repeat
|
Shared workflow to build*
|
Your method carried out for every client
|
| Automated reminders |
To write and send
|
Rules and scenarios to set up*
|
You approve. Nidria sends the reminder.
|
| Message templates |
Copy, then adapt
|
Templates and variables to configure*
|
Reusable templates, automatic personalization
|
| Supporting documents and files |
Emails and files
|
Files attached to records
|
Every document at the right step
|
CLIENT EXPERIENCE | |||
| Client portal |
Updates by email
|
Portal to add or configure*
|
Your client knows where things stand
|
| Your branded portal |
Emails in your name
|
Depends on portal and subscription*
|
Your logo, your colors, their language
|
| Electronic signatures |
Paper or a separate tool
|
Specific module or plan*
|
Certified, built into your workflows
|
| Signature templates |
Document to prepare again
|
Depends on the signature module*
|
Prepared once, reused for everyone
|
GETTING STARTED | |||
| Client import |
Rework the files
|
File and fields to map
|
CSV import in 30 sec**
|
| Contact management |
Files to keep up to date
|
Contact records
|
Prospects, clients and companies together
|
| Tailored client records |
Columns to add
|
Properties to configure
|
Your fields, your business information
|
PERMISSIONS AND PRIVACY | |||
| Granular permissions |
Sharing to manage
|
Permissions to configure*
|
Who sees what. Who can act.
|
| GDPR and hosting |
Yours to organize
|
Contract and hosting to check*
|
Documented GDPR framework. Hosting in Europe.
|
| Data security |
Depends on your tools and settings
|
Provider safeguards to check*
|
Encrypted exchanges and database
|
| Respect for your data |
Depends on your tools
|
Terms of use to check*
|
No resale. No AI training.
|
* CRM: depends on the tool, plan and modules. Nidria: depends on the plan.
** CSV file ready to import; time varies with volume.
Our privacy commitmentsPRICING
Your clients’ access is always included.
15 days free · No credit card required
For your independent practice
€990 excl. tax billed annually
Save €198 excl. tax per year
FOR TEAMS
For following up with clients together
€1,500 excl. tax billed annually
Save €300 excl. tax per year
For growing your business
€2,990 excl. tax billed annually
Save €598 excl. tax per year
A demo tailored to your profession, with our team.
Savings compared with 12 monthly payments, excluding add-ons.
More than 10 users or multiple entities?Let’s talk
The team
Co-founder · Senior cybersecurity engineer
9 years of experience
Co-founder · Product & technology
Software architect and CTO for 15 years
Head of Growth & Partnerships
Frequently asked questions
Yes. Import the CSV file exported from your CRM or spreadsheet, then find your contacts in Nidria.
You can adapt client record fields and manage access permissions for your organisation. Nidria follows the documents and steps of your support process; it does not make automated investment recommendations.
No. Their portal is included. They can follow their progress and upload documents from their browser, without installing any software.
Create a workflow, import a few clients and test their follow-up with your team. The trial is free, with no credit card required.
Your data is hosted in Europe. Data transfers and the database are encrypted. You manage access permissions. Your data is not used to train AI models.
Security and privacyNo. Nidria prepares and schedules your reminders. You can edit the message and approve it before it is sent.
Yes. Certified electronic signatures and signature templates are integrated into Nidria, depending on your plan.
Yes. Cancellation takes effect at the end of your billing period. You can export your data before leaving Nidria.
A free 30-minute call
We walk through one of your files, from the first request to the last reminder, and show you where it stalls, what your clients could check for themselves, and which reminders could go out on their own.
We start with how you work today. The Nidria demo comes afterwards.
Email us to book a demonstration. You can also start a trial directly.
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Choose a time to continue.
Local booking test · no real submission
Email us