The cryptos available in O2S, Harvest's CRM

Tilvest and Harvest worked together to provide access to aggregation to Tilvest partners' customers.

Julien Romon

March 16, 2026

7 Minutes de lecture

Cryptocurrencies are finally available in O2S

Tilvest now allows its CIF partners, private banks and Family Offices to follow the evolution of their customers' crypto assets directly from their O2S space. This integration responds to the desire of the Tilvest teams to offer an institutional quality service to wealth management players in France.

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Concretely, O2S is the daily tool for wealth and finance professionals to manage their activity with a powerful wealth CRM that provides access to more than 60,000 different investment vehicles to support their clients in their financial investments.

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Now, any structure that wants to allow its customers to invest in cryptoassets via Tilvest can do so thanks to O2S. Advisors can thus proactively and qualitatively manage their clients' investments and compliance within O2S. Each user benefits from appropriate support through training, regulatory support and a back office.

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Professionals, thanks to the secure solution offered by Tilvest, which allows a tailor-made approach with individual portfolios (Wallets), can thus diversify their service offer and meet the expectations of their clients in the face of these new investments, which can represent up to 5% of their assets.

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Now, the functionalities of O2S are available to all our partners when their customers want to invest in cryptoassets. Whether they are a CGP, a Family Officer or a private banker, they can therefore proactively manage investments and compliance specific to this asset class within O2S.

Julien Romon

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