Our expertise

Our wealth consolidation service provides you with a complete, centralized view of all your financial and non-financial assets, whether or not they are held in multiple banks or institutions. This global and synthetic view of your holdings strengthens our ability to manage your wealth simply and effectively.

First, we gather all relevant information on your assets, including your bank accounts, investments, real estate, and other assets. Then, thanks to our automatic information flows set up with nearly 80 banks, we aggregate these data into a single, consolidated report. This report provides you with a clear and precise view of your overall wealth. Additionally, you can consult the evolution, performance, and other key indicators of your assets either on our secure web platform or via our mobile application.

Choosing our Premium service offers several advantages. First, you get an updated, global view of your wealth, making it easier to make informed decisions. You also save time by avoiding the manual gathering of all your scattered financial information. Finally, our team is here to provide personalized support and sound advice to optimize the management of your wealth in all aspects. Aligning interests is our priority.