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Logiciel pour votre Family Office

FINANCE & ADMINISTRATION FAMILIALE À 360°
progiciel
en local,
sans Cloud,
hautement sécurisé*

*conçu avec Microsoft Office 365

progiciel en local, sans Cloud, hautement sécurisé

Découvrez les domaines que vous pouvez gérer avec
le logiciel MyPrivate Family Office

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FINANCE

■ Comptes
■ Paiements
■ États financiers
■ Hypothèques
■ Impôts
■ Budget
■ Financements
■ Portefeuille

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PRÉVOYANCE

■ Assurances
■ Fonds de pension
■ Écologie
■ Succession
■ Juridique
■ Développement



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MÉNAGE

■ Famille
■ Santé
■ Animaux
■ Résidence
■ Locataires
■ Équipement
■ Exploitation
■ Véhicules
■ Personnel

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LOISIRS

■ Voyages
■ Sports
■ Loisirs
■ Objets de valeur
■ Évènements
■ Nutrition
■ Cave à vins


YouTube FR
MyPrivate family office
Nos 4 Promesses
Dans cette vidéo, nous partageons nos quatre promesses qui sont au cœur de nos valeurs essentielles et qui peuvent vous aider à décider si MyPrivate vous correspond. [Anglais]
LecturePlay

Les publications
MyPrivate - Family Office Software
MyPrivate - Family Office Software
1 Le jour avant
The 2025 urgency: balancing inflation protection and liquidity amid rising tariffs The recent Trump tariffs, imposing duties of 10% to 50% on imports, are expected to drive inflation higher as businesses pass increased costs onto consumers. For families, this means a need to rethink financial strategies to safeguard their purchasing power. Inflation-protected assets, such as commodities or real estate, can help preserve value during inflationary periods. At the same time, maintaining liquidity ensures access to funds for immediate needs or opportunities. Striking a balance is key: diversifying with a mix of inflation-resistant investments and a cash reserve can provide both stability and flexibility. In this evolving economic landscape, proactive planning is essential to navigate the challenges posed by rising tariffs and inflation. With MyPrivate, you get all the necessary tools for an up to date financial picture, coupled with powerful yet easy-to-use long-term financial planning capabilities. Check us out at www.myprivate.ch
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MyPrivate - Family Office Software
MyPrivate - Family Office Software
3 Les semaines avant
Another bites the dust - the gloves are off in the world of cybersecurity In a cautionary tale about cybersecurity, Disney employee Matthew Van Andel's life took a drastic turn when he unknowingly downloaded a Trojan horse disguised as an AI tool from GitHub. This malware granted hackers access to his personal computer, password manager, and work Slack account, leading to the theft of sensitive data, including over a terabyte of Disney Slack messages. You can read the article from the WSJ here: https://www.wsj.com/tech/cybersecur... The hack resulted in devastating personal consequences for Van Andel, who became a victim of identity theft and had his entire digital life exposed online. Disney ultimately terminated his employment, underscoring the severe repercussions of cyber breaches in the digital age. The MyPrivate Family Office software offers a robust solution for families seeking to safeguard their sensitive data. By storing data on-premises rather than in the cloud, MyPrivate ensures that your family's information remains under your direct control. Coupled with a series of complementary security measures MyPrivate provides a pragmatic and effective approach to containing breaches. This comprehensive strategy not only enhances data protection but also helps families maintain privacy and build trust. Choose MyPrivate for unparalleled data security and peace of mind for your loved ones. Check us out at www.myprivate.ch
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MyPrivate - Family Office Software
MyPrivate - Family Office Software
1 Le mois avant
Looking to build a thriving career in the financial services industry? Don’t miss this exciting session in this five-part webinar series! We are proud to have been selected by PWFO as backbone for the practical exercises of the training & certification program. Enjoy, and don't forget to check us out at www.myprivate.ch !
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Avec le logiciel MyPrivate Family Office, vous bénéficiez d'une couverture à 360° de tous les domaines d'importance pour la famille.

Le logiciel est installé chez vous, sans stockage des données dans le Cloud, ce qui offre une excellente protection contre le vol des données, ou une utilisation mal intentionnée.

Le traitement des paiements est hautement automatisé ; nous prenons en compte la QR-facture suisse, les standards eBanking ISO 20022, ainsi que le téléchargement des taux des actions et devises.

La GED intégrée dans tous les modules vous permet d'accéder instantanément aux originaux des documents importants tels que les factures, les certificats et les procès-verbaux.

Ce que nos clients disent

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