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Total portfolio value
$4,283,491
+$138,204+3.33% YTD
By bank
Julius Bär
CH ••4821
$1,842,109
+2.14%
Corner Bank
CH ••7392
$1,218,774
+4.68%
Bank Leumi
IL ••1058
$1,222,608
−0.31%
32
Banks supported
95%+
Extraction accuracy
<1 min
Avg processing
“What used to take our team hours of manual data entry now happens in minutes.”
James B. — Family Office Director