We believe modern wealth management requires human expertise
augmented by the algorithms capabilities.
Supervise your assets
Aggregate all your assets: financial (equity plan, life insurance, saving accounts, etc.), companies (holding, equity stake, etc.), movables (works of art, valuable furniture, etc.), real estate (apartments, cottage, forest, etc.) and immaterial (patents, copyrights, etc.)
Visualize your wealth
Be aware of your wealth allocation, not just financial. For the first time, you have a complete and synthetic representation of all your assets per family of assets.
At every moment, you know the net value of your wealth and its evolution, taking into account indirect holdings, dismemberments and debts. Based on simplexity, the interface handles simple situations, up the highest level of complexity, depending on what you need.
Master your decisions
Get recommendations that correspond to your situation, the assets you hold and the topics that interest you. Life is made of opportunities: let yourself be guided by your intentions and visualize their impacts on your wealth.
Release your projects
Administrative tasks are time consuming, tedious but unavoidable. Entrust to the wealth concierge the execution and the follow-up of your operations. You define the right moment: our teams call you back to carry out your projects.
Easily find your documents
In your secure area, link your assets to your important documents: invoices, contracts, vesting letters, equity plans, etc. Thus organized, they will be easily sharable with your advisors.