Every tool you need to turn data into decisions
Patrimoine360 combines AI-driven analysis, real-time monitoring, and clear reporting into a single workflow — built for teams that manage liquid capital and can't afford guesswork.
Built around how capital decisions actually get made
Each feature is designed to remove a specific point of friction — from scattered data to slow reporting cycles — so your team can act with confidence.
Automated data consolidation
Patrimoine360 pulls figures from disparate accounts, ledgers, and spreadsheets into one structured view. No more reconciling exports by hand or chasing down the latest version of a file — the platform keeps a single, current source of truth.
AI-driven pattern detection
Instead of static dashboards, Patrimoine360 surfaces the movements and trends that matter — flagging anomalies, shifts in liquidity, and emerging risk before they become visible in a quarterly review. The model learns from your data structure, not a generic template.
Decision-ready reporting
Every analysis is translated into a clear, exportable report — built for the people making the call, not just the people reading the numbers. Summaries highlight the recommended action alongside the supporting evidence.
From raw data to a ready decision, in three steps
The platform is designed to fit into an existing workflow, not replace it — so adoption is fast and disruption is minimal.
Connect your data
Link accounts, ledgers, and existing spreadsheets. Patrimoine360 organises everything into a consistent, analysable structure automatically.
Let the model work
The AI engine reviews patterns, flags outliers, and models scenarios against the parameters your team defines.
Act on clear output
Review a plain-language report, weigh the recommended options, and move forward — with the reasoning documented alongside the result.
No spreadsheets. No guesswork. No delay.
Patrimoine360 is built to remove the manual steps that slow capital decisions down — so your team spends less time preparing data and more time acting on it.
Built for teams managing liquid capital
Whether you're overseeing a single portfolio or coordinating capital across several functions, Patrimoine360 adapts to the scale of the decision.
Cash position monitoring
Track liquidity across accounts in real time, with alerts on movements that fall outside expected ranges.
Scenario planning
Model the impact of allocation changes before committing, using data drawn from your actual operating history.
Reporting cycles
Replace manual report assembly with structured, on-demand output that's ready for review the moment it's needed.
See what Patrimoine360 finds in your data
Start an analysis and get a clear view of where your liquid capital stands — and where it could work harder.
Start Analysis