WELCOME TO YOUR FINANCIAL COCKPIT

ADD TRANSPARENCY TO YOUR INVESTMENTS

Diagnosis - Reporting - Monitoring

Risk

Our risk staging allow you to be pro-actively prepared to financial markets erratic behaviors and think through efficiently your presence on the market.

Tracking & Performance

Our utmost mission is to demonstrate with tangible elements what contributed to your performance.

Fees & Taxes

We monitor and report the fees and taxes you were charged following your custodian agreements and fiscal status/domicile.

Archives

We keep track of all your financial transactions and money flows and can dig into them on proper time (ie. next generations commitment).

DISCOVER OUR TOOL

Who we are

We are specialized in Consolidation and Analysis
Secure your performance.
Lower your risks.
Harmonize your costs.

The core of CAPANALYSIS is a proprietary software called CAPAct.

We have designed an intuitive set of tools combined with the proper algorithms to track consistently the data provided in each and every of your transactions. We apply this methodology to financial investments but can also marry that to non-financial investments should you have an art collection or any other material goods.

Very importantly we can also collect and tag all your expenses to help you watch your burning rate. Our analysis brings factual financial context to your managers performance.

  • EFFICIENCY

    An efficient standardisation of your transactions booking for all your financial and non financial investments

  • INNOVATION

    Our innovative system enables us to monitor your wealth and publish monthly ad hoc readable synthetic reports

  • STAGING YOUR RISKS

    We assess in real time your financial performance compared to markets

  • FEES & TAXES

    We harmonize your financial costs and codify your various income and expenses by beneficiary and cost center

In the news

Do you have the right tool?

Contact us

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