Capabilities Deck
Complete presentation of our Third Party Marketing offering for European asset managers
Table of Contents
Positioning
Alforis Finance is an independent Third Party Marketing (TPM) platform specialized in fund distribution to institutional and professional investors in France, Luxembourg and Belgium.
Your distribution partner in French-speaking Europe
We provide international asset managers with privileged access to French-speaking markets through our local expertise, established network and innovative technological approach.
What sets us apart
- Local presence in 3 countries with deep market knowledge
- Proprietary technology stack (CRM + AI) for maximum efficiency
- Compliance-first approach with integrated RCCI
- 100% performance-aligned compensation model
Mission & Vision
Our Mission
Connect the best international asset managers with French-speaking professional investors, ensuring operational excellence, regulatory compliance and sustainable value creation.
Our Vision
Become the reference for Third Party Marketing in French-speaking Europe, recognized for our integrity, expertise and ability to generate measurable results for our partners.
Our Values
- Excellence
- Constant pursuit of quality in every interaction
- Integrity
- Total transparency with our partners and clients
- Innovation
- Integration of best technologies in service of performance
- Partnership
- Long-term relationships based on mutual trust
The TPM Model
Third Party Marketing (TPM) is an outsourced distribution model that allows asset managers to access new markets without the fixed costs of a local sales team.
What is TPM?
TPM involves mandating an independent sales representative to promote and distribute investment funds to a target clientele. The TPM acts as an extension of the asset manager's sales team, with perfect knowledge of the local market.
How does it work?
- Signing a distribution mandate defining the scope and objectives
- Complete onboarding: product training, tool access, CRM integration
- Active prospecting among target segments (IFAs, Family Offices, Institutionals)
- Detailed monthly reporting and KPI tracking
- Quarterly review and strategy adjustment
Key benefit
Immediate access to a qualified network and local expertise, without the fixed costs of direct establishment. Performance-based payment only.
Geographic Coverage
Our presence in 3 strategic European countries allows us to offer optimal coverage of French-speaking and Benelux markets.
| Country | Market size | Target segments | Regulator |
|---|---|---|---|
| France | EUR 2,000bn AuM | IFAs, Family Offices, Private Banks, Institutionals | AMF / ACPR |
| Luxembourg | EUR 5,500bn AuM | Private Banks, Platforms, Institutionals | CSSF |
| Belgium | EUR 320bn AuM | Private Banks, Family Offices, Institutionals, Platforms | FSMA |
Our Network
Over 500 qualified contacts in our database, maintained and regularly updated.
Commercial Process
Our commercial approach is structured in 4 distinct phases, each with clear objectives and deliverables.
Phase 1: Onboarding
Complete integration of the fund range, product training, definition of commercial strategy and target segments. Duration: 2-4 weeks.
Phase 2: Prospecting
Identification and qualification of prospects, appointment setting, product presentations, opportunity tracking. Ongoing activity.
Phase 3: Conversion
Support in the due diligence process, negotiation of distribution agreements, investor onboarding support.
Phase 4: Retention
AuM tracking, regular reporting, cross-selling opportunity detection, client events organization.
Technology Stack
We have developed a proprietary technology infrastructure to maximize the efficiency of our commercial action and ensure impeccable compliance.
Proprietary CRM
- Complete sales cycle management
- Client interaction history
- Pipeline and forecasting
- Calendar and email integration
Artificial Intelligence
- Automated compliance analysis
- Prospect scoring
- Report generation
- Regulatory monitoring
Security & Compliance
Hosting in France (EU), AES-256 encryption, MFA authentication, daily backups, GDPR compliance.
Reporting & KPIs
Transparency is at the heart of our relationship with asset managers. We provide detailed and regular reporting of our activity.
Performance Indicators
| Metric | Frequency | Description |
|---|---|---|
| Meetings | Monthly | Number of meetings with prospects/clients |
| Pipeline | Monthly | Value of ongoing opportunities |
| Conversion rate | Quarterly | % of prospects converted to clients |
| Generated AuM | Quarterly | Assets collected through our action |
Deliverables
- Detailed monthly activity report
- Real-time online dashboard
- Quarterly review with AM sales team
- Annual review and Y+1 action plan
Use Cases
Some concrete examples of successful collaborations with international asset managers.
Nordic Asset Manager
Scandinavian manager wanting to penetrate the French IFA market
UK Boutique
British boutique specialized in thematic equities
Swiss Manager
Swiss asset manager with fixed income range
Governance & Compliance
Regulatory compliance is at the core of our DNA. We have implemented rigorous governance to ensure compliance with obligations.
Regulatory Framework
- AFTPM
- Member of the French Association of Third-Party Marketers
- ORIAS
- Single register of insurance, banking and finance intermediaries
- GDPR
- Full compliance with the General Data Protection Regulation
Internal Controls
- Dedicated RCCI (Compliance and Internal Control Officer)
- Documented and audited control procedures
- Continuous team training
- Permanent regulatory watch
Our Team
A team of experienced professionals, combining commercial expertise and operational rigor.
Michel Marques
Founder & CEO
15+ years of experience in fund distribution. Former sales director at international asset managers.
Sales Team
Business Development
B2B distribution experts for IFAs, Family Offices and institutionals.
RCCI
Compliance & Control
Guarantor of regulatory compliance and internal procedures.
Tech Team
Technology & Innovation
Development and maintenance of our proprietary technology stack.
Contact & Next Steps
Interested in a partnership? Here's how we can move forward together.
Contact Details
- Company
- Alforis Finance SAS
- Address
- 75008 Paris, France
- [email protected]
- Website
- www.alforis.fr
Next steps
- Discovery call (30 min) to understand your needs
- Detailed presentation of our approach and references
- Customized commercial proposal
- Mandate signing and onboarding start
Book a meeting at cal.com/alforis
Interested? Schedule a meeting with our team
Découvrir nos solutions(30 min)