MoneyPitch

Features MoneyPitch

Proposed by your advisor who provides you with the necessary identifiers, MoneyPitch offers you a global understanding of your wealth in order to provide you with the best advice based on your life plans:- Current accounts, card accounts- Regulated savings, short-term availability- Long bank savings, portfolios of securities, PEA, life insurance- Employee savings- Pension saving- CreditsThanks to this aggregation, MoneyPitch brings you indicators, alerts and notifications on your wealth trajectory:- Synthetic views allow you to see at a glance the situation of your personal finances from a budgetary point of view.- You have dashboards on all themes and you receive push notifications relating to the evolution of your accounts and your financial situation.- Indicators alert you to each of the major themes: budget, composition of financial and non-financial wealth, retirement, marginal rate and average tax rate, portfolio audit, etc.
These alerts allow you to identify the heritage projects that correspond to your profile, totally in tune with your situation.- You can also identify your exposure to the risk linked to your investments and be alerted of the possible gap between your exposure and your investor profile.