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In order to plan, you need to know where you are standing. Having a clear picture of your current and potential future assets, liabilities, incomes and expenses is the first step towards planning your financial future. While you can always have a spreadsheet with the data, this is not very visual, especially if you don’t have much experience with the software.

We help you to present the data in a simple hierarchical way. You can create a group for all your property expenses for example, and list there the service charges, taxes, maintenance expenses. The system will automatically calculate the grand total for you.

If you diversify your investments to different currencies, or you happen to have foreign financial obligations, we provide an easy way to handle this complexity. Each asset or a cashflows can have an individual currency set up for them. And the system will do the conversion to the single display currency for the purpose of calculating the totals.