Patrimonia
Wealth Management
Free · Designed for iPad. Not verified for macOS.
Manage your entire family wealth at a glance: accounts, investments, real estate, retirement and more — all in one app.
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.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Bug fixes
The developer, Nicolas De Stasio, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Nicolas De Stasio
- Size
- 9.4 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Nicolas De Stasio