Patrimonia vs FINPREP

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.

FinPrep is a financial planning app built for service members — a modern, private take on the military Financial Planning Worksheet. Enter your pay grade, years of service, and duty station, and FinPrep auto-fills your 2026 entitlements, then helps you build a complete spending plan. PAY & ALLOWANCES (2026 rates built in) • Base pay and BAS auto-fill from the DFAS pay tables • BAH by duty station — pick your station or enter your ZIP, with or without dependents • Non-Locality (RC/T), Partial BAH, OHA, FSH-B/FSH-O, and government quarters • Federal tax (FITW) estimate — Traditional TSP lowers it, Roth doesn't • FICA, SGLI, TRICARE dental, and TSP contributions BUDGET & PLAN • Income, expenses, debts, savings goals, and net worth in one place • 70/20/10 health check with progress rings and personalized alerts • Debt Destroyer: compare Avalanche vs Snowball and see interest saved • Projected (PCS) outlook — see how a move or promotion changes your pay (Pro) • TSP balance tracking with future-growth projection PRIVATE & SECURE • All data stays on your device, encrypted — no account, no tracking, no ads • Optional Face ID / Touch ID lock EXPORT (Pro) • Export your worksheet as PDF, Excel, or CSV FinPrep Pro is a one-time purchase that unlocks export and the Projected (PCS) outlook. Figures are estimates for planning only and are not financial, tax, or legal advice. Not affiliated with or endorsed by the Department of Defense, DFAS, or DTMO. Always verify with your LES and finance office.