OneWallet [iPad]

In finance, the whole exceeds the sum of the parts.

Finally, an application bringing together all your assets, insurance and financial liabilities from multiple institutions in real time and at a glance.

TAKE FULL CONTROL OF YOUR FINANCIAL LIFE.

Make the best decisions about your financial future with the right information.

WE ARE BY YOUR SIDE.

Track and increase your net worth.

Because your portfolio fluctuates with the markets and at the rhythm of your trades, it is difficult to track its value and optimize it.

With OneWallet, you see your whole net worth in real time, in one glance.

An informed reading of your situation allows you to make the best financial decisions. With OneWallet, you have an well-informed view of your overall portfolio at all times and be able to act appropriately.

Our professionals have all the tools they need to help you optimize your portfolio. With OneWallet, you have the best of both worlds: control of your finances and the support of our advisors.

A click away from the action

Your situation changes and you would like to talk to a professional? With OneWallet, you always have access to a professional.

When your financial future is on the line, it’s serious. And we are here to answer all your questions!

OneWallet is an information hub where you can view your financial assets and insurance (life, disability, salary) in one glance, even if it is spread across multiple institutions.

Securely connect all accounts from all financial institutions.

Add your other assets and liabilities and integrate your life, disability and critical illness insurance policies.

Appreciate your financial situation and ... thrive!

Your net worth is calculated and updated in real time.

Our OneWallet professionals are at your service to help you build, manage and optimize your financial and insurance assets.