Patrimonia

About

Patrimonia is your all-in-one family wealth management app. Track all your assets and liabilities in one place, with a clear and complete overview of your financial situation. ALL YOUR ASSETS, ONE SCREEN • Bank accounts and cash • Stocks, ETFs and funds • Cryptocurrencies • Real estate and mortgages • Life insurance and pension plans (Pillar 2, Pillar 3a, vested benefits) • Private equity, precious metals and valuables FAMILY TRACKING View each family member's wealth — spouse, partner, children — and get a consolidated view of your total family net worth. MULTI-CURRENCY Manage assets in different currencies with automatic conversion to your reference currency using daily updated exchange rates. HISTORY AND PERFORMANCE Track your wealth over time with detailed charts. Analyze investment performance with automatic capital gains and losses calculations. BUDGET AND EXPENSES Manage your monthly budget and share expenses between family members. FINANCING SIMULATION Simulate your mortgage borrowing capacity using Swiss and international criteria. FOR WEALTH MANAGERS Track and manage your clients' portfolios from a dedicated dashboard. Patrimonia is available in French, English, German and Italian.