Platon vs Patrimonia

Welcome to Platon, the innovative mobile app that transforms how you create, manage and monitor your structured products portfolio. Building on the success of our web platform, Atlantic now brings its robust pricing & lifecycle platform directly to your fingertips. Effortless Portfolio Monitoring: Experience seamless tracking of your structured products. With real-time updates and intuitive dashboards, you'll have all the essential information you need, whenever you need it. On-the-Go Pricing Requests: Empower your decision-making with instant pricing requests. Atlantic's streamlined process ensures you get the pricing information you need, right when you need it, without any delays. Access to a Marketplace: Dive into our extensive marketplace, offering a rich selection of structured products. Discover new opportunities and make informed choices effortlessly. Stay Updated on Product Events: Never miss a beat with Platon. Our app keeps you informed about all the key events and milestones related to your portfolio, ensuring you're always a step ahead. Dedicated Team at Your Service: Combine the Human expertise with the Digital Experience Enjoy personalized support from our dedicated team, now more accessible than ever. With Platon, expert advice and assistance are just a tap away. Mobile Convenience, Uncompromised Security: Designed with the modern investor in mind, Platon combines the convenience of mobile access with the highest standards of security. Manage your portfolio with confidence, knowing your data is protected. Embrace the future of structured product management with Platon. It's not just an app; it's your trusted partner in navigating the dynamic world of structured products. Download now and experience the difference! Opportunities don't just happen - We create them

Patrimonia is your all-in-one family wealth management app. Track all your assets and liabilities in one place, with a clear and complete overview of your financial situation. ALL YOUR ASSETS, ONE SCREEN • Bank accounts and cash • Stocks, ETFs and funds • Cryptocurrencies • Real estate and mortgages • Life insurance and pension plans (Pillar 2, Pillar 3a, vested benefits) • Private equity, precious metals and valuables FAMILY TRACKING View each family member's wealth — spouse, partner, children — and get a consolidated view of your total family net worth. MULTI-CURRENCY Manage assets in different currencies with automatic conversion to your reference currency using daily updated exchange rates. HISTORY AND PERFORMANCE Track your wealth over time with detailed charts. Analyze investment performance with automatic capital gains and losses calculations. BUDGET AND EXPENSES Manage your monthly budget and share expenses between family members. FINANCING SIMULATION Simulate your mortgage borrowing capacity using Swiss and international criteria. FOR WEALTH MANAGERS Track and manage your clients' portfolios from a dedicated dashboard. Patrimonia is available in French, English, German and Italian.