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Software for your Family Office

360° FAMILY FINANCE & OPERATIONS

on-premise, no cloud, highly secure software

a Microsoft Office 365 solution

Discover the domains you can manage with
MyPrivate Family Office software

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FINANCE

■ Accounts
■ Payments
■ Statements
■ Budget
■ Mortgages
■ Taxes
■ Financing
■ Portfolio

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PRUDENTIAL

■ Insurance
■ Pension fund
■ Succession
■ Legal
■ Development
■ Ecology



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HOUSEHOLD

■ Family
■ Health
■ Animals
■ Residence
■ Tenants
■ Equipment
■ Operations
■ Vehicles
■ Personnel

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LEISURE

■ Collectibles
■ Event planner
■ Travel
■ Sport
■ Leisure
■ Nutrition
■ Cellar


YouTube EN
MyPrivate family office
User Interface
In this video, discover how to use the MyPrivate software, its main features, the gems it contains, as well as some useful advice.
LecturePlay

With the MyPrivate Family Office Software, you get 360° coverage for all domains important to the Family.

The software is installed on-site with no data stored in the cloud, providing unmatched data privacy and fraud protection.

Payment processing is highly automated; we support the Swiss QR bill, Swiss/EU online banking, access to stock quotes and forex rates.

Integrated EDM across all modules provide you with instant access to originals of important documents, such as invoices, certificates and protocols.

What our customers say

TESTIMONIALS

I have now been using your software for two months and I find it more and more enjoyable and user-friendly. Thank you for putting it on the market.

Thierry B.

Thierry B.

Conthey

Since I started using MyPrivate everything that was a chore in terms of managing our data has been transformed into pleasure. The ease of use of the program makes it fun to use; the rapid and empathic support service is a major plus. In short, the more I use it, the more I appreciate it.

Ghislaine C.

Ghislaine C.

Eclépens

Working with this program is enchanting. I am not an IT pro, but with MyPrivate, I get the feeling to become one. Not often that work and play come so close … and what a delightful experience !!!

Christiane G.

Christiane G.

Crans-Montana

Not often that work and play come so close… and what a delightful experience! Very user friendly software, through which I have been managing all my financial operations for many years. I get a global view of my expenses, the works done on the house, taxes, etc. Since moving to version 5, I even get a better picture of my revenues and my retirement plans. Great !

Pascal

Pascal

Moudon

Thanks to MyPrivate I am now able to manage my various documents and archives.

Philippe

Philippe

Lausanne

Superb software package for managing the household, family, insurances, etc.

Marie-Christine

Marie-Christine

Quimper

MyPrivate - What are the advantages of this software compared to others? It simply offers an excellent compromise between ease of use and features! The use of images in the system allows a quick understanding, and I could not do without it. I greatly appreciate that MyPrivate regularly renews and modernises its programming. The perfect tool to manage your private paperwork, saving you plenty of time. Thank you.

Pierre-Paul

Pierre-Paul

Lutry

Their customer service is simply amazing: the MyPrivate team are passionate about their product and their professionalism and dedication are exemplary. A big thank you !

Lisa S.

Lisa S.

Lausanne

 

  

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