Maintaining a good financial health is a key responsibility.
MyPrivate offers reliable tools that allow the families to be confident towards a positive evolution of their wealth.
Taking into account this objective a number of visualizations are proposed, each with possibilities of customization:
- Balance sheet - assets & liabilities with evolution over multiple years
- Profit & Loss adapted to the needs of households: incoming outgoing cash, invested/divested cash, evolution of net worth
- Investment portfolio with risk analysis (rating, currency, industry, market) and profitability
- Real estate with associated cashflows (spend, investments, mortgages, rental revenues, ..) and profitability analysis
- Tracking of fiscal obligations with multi-year evolution and/or across multiple taxation systems
- FOREX analysis
