Our expertise

Our wealth consolidation service provides a complete, centralized view of all your financial and non-financial assets, regardless of the institutions holding them. This comprehensive and synthesized global view enhances your ability to manage your wealth simply and effectively.

We start by gathering all relevant information on your assets (bank accounts, investments, real estate, and other assets). Through automated information flows established with nearly 80 banks, we consolidate these data into a single, comprehensive report, giving you a clear and precise view of your entire wealth. You can consult its evolution, performance, and other key indicators on our secure web platform or mobile app.

With our Premium service, you benefit from several advantages: a constantly updated global view of your wealth, significant time savings through centralized information, and the security of all your personal financial information. Through this dedicated support, we are confident that aligning interests — our priority — can be achieved with complete independence.