In the Family module you can keep track of family and close relatives, register income from salaries, and spend related to an individual household member.
In the health module you will be able to manage both financial and medical aspects of your health. Over time, you will constitute a highly valuable file containing your full medical history.
The Tenants module streamlines the administrative rental process and provides detailed insight into rental income status as well as the profitability of your properties.
The Insurance module allows you to create comprehensive and appropriate insurance coverage at optimal cost, and prevent duplicate coverage. You can also track claims and anticipate premiums to be paid over a twelve-month period.
The legal module provides you with a structured repository for all the legal cases you may encounter over the years, with a streamlined workflow to work towards resolution when needed.
The Budget module provides a robust and simple approach to financial planning, hence safeguarding the Family’s net worth and ensuring adequate liquidity.
The Tax module gives you an overview at any time of tax payable, advance payments made, deductions, credits and the balance due. It can be managed across several jurisdictions and in several currencies.
We provide you high-quality, innovative financial statements - without the associated tedious work of entering journal entries. Profit & Loss, Balance Sheet, and a powerful set of Household Ratios are instantly available when needed.
We offer a seamless workflow for processing, posting and executing payments, ensuring you will benefit from a substantial time gain, and clean, high-quality data.
Collectibles are unique, and often expensive pieces. We help you to prepare them for a professional taxonomy and assessment, enable execution of independent benchmarks, and generate the required reports for the insurance, tax authorities, and your will.
