Answers before you commit
Everything you need to know about how Patrimoine360 works, what it costs to get started, and what to expect from the analysis.
What people ask us most
A straightforward rundown of how Patrimoine360 approaches data analysis and decision optimisation for businesses managing liquid capital.
What exactly does Patrimoine360 do?
Patrimoine360 analyses your existing financial and operational data to identify patterns, inefficiencies, and opportunities in how liquid capital is deployed. We then translate those findings into concrete, prioritised recommendations that your team can act on.
What kind of businesses is this suited for?
Our approach is built for organisations that hold, move, or allocate significant amounts of liquid capital and need clearer visibility into how those decisions are made. If cash flow timing, capital allocation, or reserve management matters to your business, this is likely relevant to you.
Do I need technical or data science expertise to use this?
No. Outputs are delivered in plain, business-readable formats — summaries, recommendations, and supporting figures — rather than raw model outputs. You do not need a data team to interpret the results.
What data do I need to provide to get started?
This depends on your goals, but typically we work from existing records such as historical transactions, allocation logs, or reporting exports you already maintain. The exact requirements are confirmed with you before any analysis begins.
How long does the analysis process take?
Timelines vary by scope and data availability. Rather than quote a fixed figure here, we confirm an expected timeline with you directly once we understand what you're looking to analyse.
Is my data kept confidential?
Yes. Data you share with us is used solely for the purpose of the agreed analysis. Full detail on how information is handled is set out in our Privacy Policy, which we encourage you to review.
Will Patrimoine360 make decisions on our behalf?
No. We provide analysis, insight, and recommendations — the decisions themselves remain entirely with you and your team. Our role is to make those decisions clearer and better informed, not to replace them.
Can this integrate with our existing tools and systems?
In many cases, yes. Compatibility depends on the specific systems and data formats you use, so this is best confirmed during an initial conversation about your setup.
What does it cost to get started?
Pricing depends on the scope of analysis required. Rather than list generic figures here, we recommend starting the process via the form below so we can scope your requirements and provide accurate detail.
Is there ongoing support after the initial analysis?
Ongoing arrangements can be discussed once the initial analysis is complete, depending on whether you need periodic re-analysis, monitoring, or a one-off review. This is agreed on a case-by-case basis.
How do I know if my business is a good fit?
The best way to find out is to reach out directly. We'll ask a few questions about your current setup and goals to determine whether our analysis approach is likely to be useful for your situation.
Still have a question?
If your question isn't covered above, the quickest way to get a clear answer is to speak with us directly. We're happy to walk through how Patrimoine360 would apply to your specific situation before you commit to anything.
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