Unified information
Your information is often spread across several documents and contacts, making it difficult to keep a clear and up-to-date overall view.
YOUR WEALTH SPACE
Your wealth deserves a clear, structured and secure view.
Bilan Privé gathers and organises the information needed for your wealth support journey, step by step, in a personal space with the support of your advisor.
- Verified access
- Data reserved for authorised persons
- Review supported by a professional
My wealth file
- 1Collection
- 2Verification
- 3Analysis
- 4Restitution
Collected information
- Identity and situation
- Financial assets
- Real estate
- Income and expenses
- Objectives
Security & privacy
- Verified access
- Data reserved for authorised persons
Dedicated advisor
Your file is monitored and analysed by a professional.
Why Bilan Privé?
A platform designed to help you better prepare your wealth support journey with your advisor.
One structured journey
Bring together, structure and update your useful information in a personal space designed for your wealth file.
A clearer and more useful analysis
Your advisor receives a clearer and better structured file to prepare an analysis tailored to your situation, priorities and objectives.
A simple journey, from collection to analysis
A guided path to centralise what matters before analysis and restitution with your advisor.
Describe your situation
Answer clear questions about you, your family, your objectives and your wealth situation.
Organise useful elements
Gather useful information and documents, then clarify the important points for you and your advisor.
Check your file
Review and complete the elements before transmission, distinguishing provided, unknown or non-applicable information.
Prepare the analysis with your advisor
Your file is transmitted through your space so it can be reviewed, completed if necessary, and used as the basis for analysis and restitution.
An approach built on four principles
Security & privacy
Appropriate technical and organisational measures are applied to protect your data and restrict access to authorised persons.
Transparency & control
You understand the information requested, why it matters and how your file is progressing. You can complete it step by step and review it before transmission.
Rigour & efficiency
Structured journeys and consistency checks help prepare a more complete, clearer and more reliable file for analysis.
Simplicity & clarity
Clear explanations help you move forward at your own pace without unnecessary jargon.
The expected performance relates to process efficiency: fewer duplicates, fewer omissions, better structured information and more time devoted to analysis and useful discussions. It is not a promise of financial return.
Digital structures. The professional interprets.
Bilan Privé is not an automated advisory tool. It structures your file so your advisor can perform a personalised analysis, review key assumptions and explain meaningful conclusions.
- Declared data remains distinct from calculated data.
- Key assumptions must be explainable.
- Material conclusions are subject to professional review.
- Decisions remain taken with you.
Sensitive data, handled with care
Your file may contain personal, family, tax, financial and documentary information. Bilan Privé applies principles intended to limit exposure and frame their use.
- Verified and authenticated access
- Limited and controlled access rights
- Time-limited sessions
- Lean emails without detailed sensitive data
- Traceability of important accesses and actions
- Accessible and transparent privacy policy
A shared space to better prepare the engagement
A useful space for the client and for the advisor, each with a clear role.
Client side
- A simple and guided personal space
- Your information brought together and updated
- A better understanding of your situation
- A calmer preparation of your discussions
Advisor side
- A more complete and better structured file
- Organised information to be reviewed during analysis
- More time devoted to analysis and pedagogy
- A better prepared support journey
Frequently asked questions
Key answers to understand the role of Bilan Privé and prepare your support journey.
Does Bilan Privé replace my advisor?
No. Bilan Privé helps structure and prepare useful information. Analysis, explanations and material restitutions remain the responsibility of your advisor.
Can I complete my file in several sessions?
Yes. The journey is designed to be completed progressively, step by step, depending on the elements available to you.
Who can access my information?
Access is limited to authorised persons involved in your file. The exact conditions depend on the rights assigned within the platform.
Does Bilan Privé guarantee the performance of my investments?
No. Bilan Privé does not promise any financial return. Performance refers here to the quality of the journey, the structuring of information and the useful time dedicated to analysis.
What happens after my file is transmitted?
Your advisor reviews it, may complete or verify some points, and then uses it as a working basis for analysis and restitution.
How long is my data retained?
Retention depends on the purposes of processing, applicable obligations and the management rules defined for the platform.
Why is some information requested?
Requested information helps prepare a file that is usable, coherent and useful for the analysis of your wealth situation.
Is my data completely free from risk?
No system can claim zero risk. Bilan Privé implements measures intended to reduce data exposure and control how information is used.
Your wealth file, finally structured.
A clearer view, better organised data and the support of a professional to prepare informed decisions with confidence.
Access my space
Did your advisor invite you? Use the email address associated with your access.