Enhance understanding of your financial requirements. If you own and/or invest in real estate assets, this online solution will allow you to track and analyse the financial profile of your real estate assets from day to day. Key benefits: data centralisation, a consolidated view of your portfolio, regular reports, notifications of upcoming payments, changes in interbank interest rates and the value of your financing or refinancing facilities. All you need to make your financing, refinancing, investment, or buy and sell decisions easier.

For investors who wish to actively offer mortgage loans, enjoy easy access to financing opportunities and keep track of their lending portfolio. This module for lenders lists real estate projects that are in the market for financing and provides key information about each project (details on leases, vacancy rate, capitalisation rate, etc.) as well as documents to help you make your decision (administrative accounts, land registry, appraisal by Wuest Partners). The module allows you to monitor all the assets you finance.

Keep a constant watch on the balance between your assets and your liabilities, optimise the management of your finances at all times, and monitor your exposures and risks. With our consolidated approach to asset and liability management, specially developed for our Wealth@nalyst platform, you can keep track of your wealth using a range of metrics such as the net value of your wealth, the performance of your investments, your financial expenses, the cost of your debt, your Lombard or mortgage loan borrowing capacity, and income projections.