Grisbee is the 1st application that allows you to follow all of your online wealth (financial, real estate, alternative).
In addition, the web version of Grisbee (www.grisbee.fr) allows you to carry out a complete asset balance sheet and to carry out simulations in terms of savings, taxation, preparation for retirement ...
Finally, our advisers support you to optimize your financial and tax situation and offer you the best financial investments.
1. AGGREGATE ALL OF YOUR HERITAGE
Grisbee allows you to follow all of your personal finances and assets in real time. Bank accounts, savings, direct real estate, SCPI, cryptocurrencies, crowdfunding portfolios, investments in gold, loans ...: synchronize and manage all of your assets in one place.
Thanks to our accounts and savings aggregator, we are able to recover daily:
- The balances and all the transactions of your bank accounts,
- The valuation, investment supports (funds, shares, etc.) and operations of your financial products (life insurance, securities accounts or PEA, PEE, etc.),
- The outstanding capital of your current loans ...
Network banks, online banks, private banks, brokers, insurers…: more than 200 financial institutions are available in our aggregator.
Grisbee is the only application that also allows you to value and monitor your other assets: real estate, SCPI, SCI, cryptocurrencies, FIP and FCPI, gold ...
With Grisbee, you will be able to say goodbye to the excel file for monitoring your finances and your assets!
2. MAKE A HERITAGE ASSESSMENT ONLINE
In addition to the mobile application, you can, on the web version of Grisbee, calculate your income tax, your inheritance costs, your IFI, the diversification and level of risk of your assets, your savings capacity and your debt capacity.
10 indicators allow you to make a complete assessment of your tax and asset situation.
Simulators are at your disposal to discover the solutions that would allow you to optimize your financial situation.
3. BENEFIT FROM THE SUPPORT OF A FINANCIAL ADVISOR
Our advisers are available and at your service, from 9 a.m. to 8 p.m., by chat, email or phone.
True experts in wealth management available, they support you and offer you the best solutions to meet all your financial issues: search for attractive investments, real estate investment, tax reduction, retirement preparation ...
Our advisers have the status of Financial Investment Advisors (CIF). Grisbee is a member of the CNCGP and is supervised by the Autorité des Marchés Financiers.
Grisbee is new generation wealth management!
The aggregation technologies that we are implementing are used by large banks and are therefore particularly secure.
The data is stored on encrypted disks. Our servers are protected by firewalls, anti-virus and intrusion detection devices.
IN THE PRESS
The media regularly talk about Grisbee: Mieux Vivre Votre Argent, BFM, Le point, Le Particulier, L'Express, France 5 ...
Discover all our media feedback on www.grisbee.fr/presse
NEED HELP ? Contact us
It all starts with you and the way you use your mobile. So if you have any ideas, suggestions to improve the application, write to us at firstname.lastname@example.org.