One

platform.

One

view.

All

your

investments.

Track, analyse, and understand your investments for better-informed decisions.
The modern way to manage your wealth securely.

Centralise

All your investments in one place

Consolidate all your investments for greater transparency and instant comprehension at a glance.

Access your wealth data and receive personalised services from AI to optimise your fees.

Understand and analyse

Your wealth,
easily understood

Gain a holistic perspective of your wealth, understand its composition, performance drivers, risk sources, and uncover hidden costs for enhanced control, and more effective decision-making

Connect all your accounts and assets

Securely connect to 370+ banks, crypto accounts, and brokers
‍for instant access to your entire wealth anytime, anywhere

Total wealth overview

The convergence of all your assets

Add all your financial and non-financial investments

Investment accounts

Financial investments

Investment account, bank account, Crypto investments, Stocks, Bonds, Mutual Funds, Savings Accounts, Financial Commodities

Non-financial investments

Real Estate, Art and Collectibles, Investment in Local Businesses, Vehicles (cars, boats, etc.), Personal Assets (jewelry, furniture, etc.)

EARLY ACCESS

Security

Your data security is our priority

The security of information holds a central role in our wealth management platform, and we remain committed to sustained investments, assuring the highest level of data protection for your information

Encrypted data

All the data is encrypted using AES-256 and SHA-256 algorithms, and you are the sole individual with access to your unencrypted data.

Read-only access

Your data can only be accessed following a request from you and with your explicit consent. Access rights are restricted to 'Read-only,' and no write permissions are granted.

Swiss-based servers

The data is computed, stored, and hosted in Switzerland, upholding the highest standards of data security and privacy.