ALL'IN

Primonial

About this app

ALL'IN: the Primonial app, for a 360° view of your investments and your assets, offered exclusively by Primonial to its customers.

It allows the visualization of investments held at Primonial and the remote validation of arbitration proposals directly on the app.
It offers a cross-functional view of the investments held: breakdown by type of support, by geographical area, by investment horizon; overall, for a category of investments and for a contract.


MAIN FEATURES


Primonial Investments: a consolidated vision
- Value evolution graph
- Composition of investments by category
- Composition of investments by investment horizon/availability
- Breakdown by investment sub-category


For financial investments:
- Average investment profile at Primonial
- Vision according to the weight of each fund in financial savings (and in particular if a fund is present in several contracts)
- Breakdown by type of support (also available for the life insurance category and securities account/PEA)
- Geographical and sectoral distribution of investments


For real estate investments:
SCPI
- Description of the SCPI: type of SCPI and main investment theme, date of creation, distribution rate
- Distribution of the capital of the SCPI: share of occupied/vacant premises, geographical distribution of investments, distribution by type of property
Direct real estate
The value and date of acquisition, the name of the program. The client has the option of informing his advisor if the property has been sold, in order to adjust his Primonial assets if necessary.



IF YOU ARE A CLIENT OF PRIMONIAL GESTION PRIVEE


ALL’IN offers Primonial Gestion Privée clients the possibility of aggregating their investments in other establishments among the 300 banks, insurance companies and other financial establishments available in the app. The customer also has the possibility of seizing his real estate, use or investment, and his other goods.

ALL’IN thus offers a transverse and analytical vision of the heritage by forgetting the establishments and the holding envelopes. The objective is to understand the broad masses of a heritage as a whole, its exposure to the different asset classes, geographical areas, the balances between categories of assets. This analytical vision is offered from the broadest (the entire portfolio) to the most granular (the sheet of a financial fund in a life insurance contract or a PEA).
This 360° vision of the assets aims to help the client make the right decisions in terms of asset management, knowingly in relation to all of their assets and not just through the prism of a single contract. .


ALL’IN then adds 4 categories, in addition to financial savings and real estate:

The Bank Accounts category: consolidated view of expenses and income, payments, withdrawals, credit card outstandings, details of movements. The update is daily.

The Bank savings category: consolidated view of movements on passbook accounts and aggregated regulated passbooks. The update is daily.

The Other goods category: aggregation of your precious or out-of-category goods such as a vintage car, a forest, a piece of jewelry, etc.

The Credit category: measures your liabilities via outstanding credit.


ALL'IN finally offers to choose favorites which allow you to display favorite investments from the home page, and a heritage news blog.