A Holistic Wealth Management Dashboard
Our digital wealth management dashboard is a private, highly secure solution to consolidate asset accounts via trusted connections with major international institutions.
Try our dashboard
Why All In One Plus?
Convenience
Streamlined asset management and connection to financial institutions.
Confidentiality
Secure and private storage of financial information.
Clarity
Aggregated view of assets with diversification by class and geography.
Control
Monitoring of investments for improved planning and decision-making.
Comprehensive Wealth Management Solution
Enjoy an aggregated 360-degree view of your assets in one holistic dashboard released by All-In-One-Plus AG, the sister company of The Family Office and Petiole Asset Management AG.
Wealth Overview
Your wealth overview summarizes your assets by asset class and geography in different graphical formats.
Adding Custodians
Add a custodian and check the authorization process with easy connection to The Family Office and Petiole Asset Management AG.
Adding Assets
Add assets and transactions. Assets may include bank accounts, listed assets, real estate, private equity, and others.
Performance Reports
Performance data includes asset class performance, comparison to benchmarks and comparison of custodians.
Asset Details
Asset details include value, net change and portfolio contribution.