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Evolution of fortune
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Evolution of fortune

70 CHF €
CUSTOMIZED
Payment/delivery conditions
Excel file
Services
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Maximum purchase quantity: 1 items
Evolution of fortune
Product Details
Brand: Excel-Gestion
Target: Privés
Price: Application
Delivery: 1 jour

Monitoring assets (accounts, investments, pensions, investments, real estate, debts)

  • Logging historical data
  • Inscription of the date of the last modification
  • Performance indicators over the year / last 30 days, taking into account withdrawals or contributions

Commissioning (travel not included)

Excel files are freely editable. Optional commissioning includes initial support:
  • Explanations
  • Customizations (charts, periods, data)
Management mandate

We also offer the advantages of the application in the form of financial mandate monthly at 50% of the price if you do not wish to operate it yourself.

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