Features
Everything you need to manage your wealth
Net Worth Dashboard
Track your total net worth in real-time. Breakdown by asset class, entity, and currency. Historical charts to visualize growth over time.
Bank & Broker Connections
Connect European bank accounts via open banking. Interactive Brokers integration for investment portfolios. Automatic daily balance syncing.
Multi-Entity Management
Support for BV, Holding BV, Stichting, NV, Trust structures. Per-entity asset and liability tracking. Consolidated view across all entities.
Dutch Property Valuations
Official WOZ value lookup for any Dutch address. BAG data: floor area, build year, property type. Energy label information.
Document Vault
Secure cloud storage for financial documents. Organize by entity or category. Preview and download anytime.
Advisor Portal
Manage multiple clients from one dashboard. Client impersonation for hands-on management. White-label branding with your firm's colors and logo.