The digital documentary solution for wealth management professionals

French and international taxation, real estate, family and estate planning, pensions and benefits insurance, executive products, selling a business, financial investments and credit
Patrithèque screenshot

Our solution

Extensive and practical support documentation designed by wealth management experts

All of private individuals' wealth management and financial issues addressed in one tool

Effective and responsive wealth intelligence

Multiple and international information aspects to meet all your client needs

The benefits of Patrithèque

Find all useful and pragmatic information in one click to support and inform your clients every day

Easily and intuitively browse high-quality content suited to your different levels of advice

Stay continuously up to date on wealth management news that impacts your business

Patrithèque screenshot

Our Patrithèque Clients