A financial plan that moves with you
Take control of your financial future with a dynamic planning tool that adapts to life events—like inheritance, sabbatical, career shifts, and retirement. All your goals and accounts—connected and visualized.
How it works
Create your financial plan once and let it update automatically as your life evolves. All it takes is a few minutes.
1. Connect all your data
Link your accounts securely to get a real-time overview of your finances—income, savings, investments, and more.
2. Set your goals
Define your financial priorities: early retirement, homeownership or financial independence.
3. Receive your financial plan
Get a personalized financial plan in minutes, built by our smart tools. Adjust it anytime and explore different scenarios with help from your AI financial planner.
4. Stay on track
Your plan updates automatically as your finances evolve—so you always know if you’re on course.
SecurityMaximum protection for your data
Protecting your privacy is just as important as securing your data. We only collect the information we absolutely need, ensuring that your identity remains anonymous. With state-of-the-art encryption, no one can access your data – not even us. Your security and privacy are always safeguarded.
