Discover The Platform
Tailor and manage your wealth information with ease and personalization.
Perform bank aggregations, consolidate your investment portfolio
Individually manage users and the information they can access
Review the history of your wealth information and update its value periodically
Make your ownership structure and its historical information
View the digital asset portfolio by classification or structure
Creation of reports to generate, consolidate and analyze your wealth information
Analyze returns and cash flow by asset type
Simplified view of the assets and liabilities
Analyze the performance and distribution of different financial instruments
Download your reports, configure filters and send information to your family members.
Start managing your wealth
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