Gain a comprehensive overview of your assets and receive personalized financial advice based on your life goals. Track accounts, investments, and loans, with alerts and dashboards to monitor your financial trajectory and identify suitable wealth-building projects.
2026.1.001
March 24, 2026
Mise à jour du logo de l'application
MoneyPitch provides a comprehensive overview of your assets, including current accounts, savings, investments, and loans. It aims to offer personalized financial advice based on your life projects and financial situation.
Key features include global asset aggregation, synthetic financial views, personalized dashboards, alerts and notifications on account evolution, and risk exposure analysis for investments.
Based on the provided information, the app is offered for free. It is proposed by your advisor who communicates the necessary identifiers.
The app can track a wide range of accounts including current accounts, card accounts, regulated savings, short-term availabilities, long-term bank savings, securities portfolios, PEA, life insurance, employee savings, and retirement savings.
It offers synthetic views and dashboards to visualize your personal finances and financial trajectory. It also provides indicators and alerts on various themes like budget, asset composition, retirement, and tax rates, helping you identify suitable wealth-building projects.
