Evolution of fortune

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)

• 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.