The French asset management industry gains a new tool. FIDA, the Italian group leading in the development of software solutions for advisory and wealth management, and SIX, the Swiss giant in market infrastructure and financial data, have announced an alliance set to raise the bar for portfolio analysis and investment product distribution.

The outcome is FIDA Workstation powered by SIX, a comprehensive terminal designed for financial advisors, private bankers, and insurance networks. The platform aims to become the benchmark in France for monitoring, analysis, and advisory, combining two key assets: FIDA’s technological expertise and SIX’s high-quality data resources.

The core of the collaboration

At the heart of this partnership lies the EuroPerformance database, which gathers all key information on funds and savings products distributed in France: characteristics, regulatory data, performance metrics, and classifications across all investment strategies. EuroPerformance already feeds most French asset managers and securities back offices.

Integrating this resource into the FIDA Workstation means putting it directly at the disposal of advisors and promoters, who will benefit from:

• immediate access to comprehensive and updated data,
• analytical tools for comparisons and evaluations,
• faster response times to client needs,
• an integrated approach to portfolio construction and monitoring.

The words of the protagonists

For Gianni Costan, CEO of FIDA, this operation marks a key milestone in international expansion:
“Our Workstation has already been very successful in Italy, and thanks to SIX, it will now rely on the solidity and reputation of the EuroPerformance database, widely acknowledged in the French market.”

Hugues Garcia, Managing Director France Financial Information at SIX, also underlines the strategic importance of this partnership:
“This agreement allows us to bring our fund data to a new segment of the ecosystem: distribution. FIDA’s technological expertise ensures optimal use of our information to best meet the needs of advisors and their clients.”

A long-term perspective

The project does not stop at this first launch. The goal is to progressively expand its scope, serving an ever-growing number of French market players and making the Workstation an essential platform for wealth management professionals.

With more than 4,400 employees and a presence in 19 countries, SIX contributes the solidity of an international player with revenues of CHF 1.6 billion. FIDA, on its side, brings the innovation capacity matured in the Italian market, where it has successfully combined data collection, analysis, and distribution with the development of high-value fintech solutions.

The encounter of these two excellences marks an important step forward for French advisors, who will benefit from a more efficient, reliable, and digitally integrated ecosystem capable of turning financial data into an operational tool that strengthens the relationship with their clients.