Centralize
Dashboard
A real cockpit that gives you a global view of your assets at a glance. Find on a screen the latest operations and movements, those to come, the latest imported documents, bank balances. In short, everything you could need quickly!
Pilot
Share
Sharing real estate, a real estate company
Spouse, parents, children, grandchildren, nephews or nieces, you decide to share the information about your property with whoever you want! To go further, you can even share with a trusted expert : notary, chartered accountant or wealth management advisor, it's up to you.
Publisher or reader, define the uses for each and anticipate the smooth transmission of your heritage! The data is your property.
Family pricing allows you to share neutral information and streamline relationships.
Documents
Finally a digital safe to collect and sort your documents without any hassle! Invoices, receipts, property deeds or renovation quotes: no more paperwork that gets lost, no more wondering “but where is the insurance certificate for the house?” ! Everything to save time and facilitate administrative procedures .
Real estate
Your control tower of real estate assets ! Residential properties, rental properties , real estate companies , it's all there!
With just a glance of the screen you obtain an inventory of your real estate, their expenses and income, and the forecast cash flow to anticipate expenses for the current year.
Monitoring of real estate, a real estate company
Take control of your property by finding all the essential information for daily management: details of the property, real-time estimate, DPE and estimate of renovation work , but also documents, and of course expenses and income to manage your cash flow . Landlords , for your tenant's information, it's here too!
Financial heritage
The view of the financial elements of your assets: outstanding loans and credits, savings and investments, in one click you know where you are.
Our banking connection tool even allows you to automatically feed data in real time , so that nothing escapes you!
