myDiapason Invest

myDiapason Invest

A solution to optimize and manage financial investments.

Build an Investment Strategy That Matches Your Ambitions

In the face of increasingly complex financial markets, growing portfolio diversification, uncertainty around interest rates, and the emergence of new regulatory and technological demands, financial leaders in large corporations and Family Offices need powerful tools to optimize their allocation strategies and maximize returns.

Financial investment management now plays a strategic role, directly contributing to value creation and the growth of organizations.

Stratégie d'investissement

Why Choose myDiapason Invest ?

Market-Leading Solution

Used by top corporations and Family Offices to efficiently manage both listed and unlisted securities.

Advanced Automation

Track prices, manage securities transactions, perform valuations, and multi-standard accounting with optimized automation.

Intuitive and Powerful Interface

Easily access all your financial data for simplified management.

Guaranteed Compliance

Fully compliant with French GAAP, IFRS, and other standards.

A Strongly Established Trust with Large Corporations and Family Offices

Specifically designed to meet the needs of treasury, corporate finance, and accounting teams, myDiapason Invest offers comprehensive coverage of all financial processes: managing both listed and unlisted securities, handling securities transactions (corporate actions), advanced reporting, and multi-standard accounting. Our solution is tailored to your needs for seamless and secure management.

Today, with myDiapason Invest, you gain an integrated solution that optimizes your investment management while ensuring compliance and efficiency.

Confiance solidement établie

Key Features

A Comprehensive Solution for Managing Equity Securities, Bonds, and Term Investments

Management of Listed and Unlisted Securities

  • Real-time valuation of listed securities through market data integration
  • Customized tracking of strategic holdings
  • Automated management of corporate actions (CA)
  • Centralized and secure documentation

  • Management of securities reference data
  • Monitoring of issuances and maturities
  • Calculation of accrued interest
  • Management of bond-related corporate actions
  • Yield analysis
  • Bond portfolio optimization

  • Monitoring of term bank investments
  • Management of fixed and variable rates
  • Anticipation of maturities
  • Cash management optimization
  • Determination of transaction valuation and yield

  • Monitoring of securities and cash accounts
  • Management and reconciliation of settlement and delivery
  • Full traceability of every transaction step, from investment to repayment, including corporate actions
  • Securing of processes

  • Customizable dashboards
  • Multi-dimensional analysis
  • Tracking of returns and capital gains
  • Automated reporting generation
  • Consolidated view across multiple portfolios

  • Automation of accounting entries
  • Compliance with French GAAP, IFRS, and other standards
  • Management of provisions and impairments
  • Accounting traceability
  • Audit facilitation

The Benefits of myDiapason Invest

Optimization of Investment Management

Precise tracking of listed and unlisted securities, process automation, and detailed reporting.

Time Savings and Efficiency

Automation of repetitive tasks (price tracking, corporate actions, accounting) so you can focus on strategy.

Risk Reduction

Improved traceability and compliance with accounting standards (French GAAP, IFRS).

Improved Decision-Making

Access to consolidated data, interactive dashboards, and real-time performance indicators.

Seamless Integration with Your Information System

A flexible solution perfectly integrated into your financial ecosystem.

myDiapason Invest

myDiapason Invest

To learn how to optimize and manage your financial investments, download the product brochure!

Discover Our White Paper

Financial Investments: From Strategy to Performance

Optimize the management of your equity holdings and financial investments to turn them into a strategic lever. In the face of increasingly complex markets, diversification of instruments, and evolving regulations, companies must rethink their approaches. To remain efficient and competitive, financial teams need to anticipate changes and adapt quickly. With innovative tools, financial resource management becomes a true driver of growth.

Discover how to master these transformations and optimize your investment decisions in an ever-changing environment.

White Paper : Financial Investments

myDiapason Demo

Discover myDiapason, a range of robust and flexible treasury solutions to simplify the treasurer’s daily work and manage the corporate’s business.