SUPERIOR QUALITY CONTROL
FOR STRONGER PORTFOLIOS


YOUR WEALTH
YOUR TERMS


A RELIABLE
AUDIT METHODOLOGY


AN INTUITIVE SOFTWARE
FOR AN EFFICIENT MONITORING: CAPACT

WE ARE MORE THAN AUDITORS,

WE ADD VALUE TO YOUR EXISTING TEAM…

OUR AUDIT METHODOLOGY

ARE YOUR INVESTMENTS IN LINE WITH YOUR DECISIONS?We aggregate all types of assets held in different financial institutions. We make sure your risk profile matches your investments and consistently track any hidden fees, errors or fraud. We provide you with sound elements so you always remain aware of the status of your investments.

CAPACT

Sophisticated portfolios, request sophisticated tools.

We have designed an extremely customizable set of tools combined with the proper algorithms to consistently track the data provided in each and every one of your transactions.

DISCOVER

AN EFFICIENT MONITORING

VERIFICATION - ASSESSMENT - COMPARISONWe proceed on the basis of a holistic view to run your performance and allocation. Our aim is to provide you with a transparent analysis of your situation, providing benchmarking and market contextualisation.

YOUR TRUST IS OUR REWARD

23

Banks Distributed in 3 continents among 7 countries

Detection & Performance

Nous accordons la plus grande attention à identifier les éléments ayant contribué à votre performance.

Frais & Taxes

Nous surveillons et signalons les frais et les taxes qui vous ont été facturés en accord avec les conditions négociées auprès de votre dépositaire ainsi que votre domiciliation fiscale.

Archives

Nous pouvons conserver vos documents bancaires, contrats, flux monétaires consultables en ligne à votre convenance (ex. héritage).

Nous contacter

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