LaFinBox

By CrossQuantum

LaFinBoxLaFinBox

LaFinBox is the free and secure app to manage your money in all of your financial institutions.

• Access all your accounts and insurance through a single utility.

• In one click, get a clear answer to all your questions: What is the amount of your employee savings? How much credit is left to repay? How is your life insurance contract evolving?

MANAGE YOUR MONEY MORE SIMPLY

• LaFinBox centralizes all your financial and investment assistance: current accounts, bank cards, loans, passbooks, employee savings plans, life insurance, PEA, real estate loan…

• A precious simplification, for a real acquisition of time and efficiency in the monitoring of your investments.

DIAGNOSIS FINANCIAL

• LaFinBox launches its new functionality: financial diagnosis. From now on, by connecting to your utility, you will be able to obtain a complete analysis of your investments: return, risk, diversification or even the measurement of your portfolio's exposure to market risks.

A LEVEL OF SECURITY IDENTICAL TO BANKS

• LaFinBox has implemented extremely efficient security standards, for complete security, similar to that of the largest banking establishments.

• Use of the most effective methods most recent to store and protect your personal and banking data.

• A regular audit of our security options by specialized companies.

• Everything has been thought out so that the user fully controls its data. No information is kept if he unsubscribes from the application.

• More information on security

A GRAPHIC VISION OF YOUR HERITAGE

• Your savings become (finally) crystal clear: history of your transactions, categorization of expenses… for precise management of your finances, on a daily basis and over the long term.

• Follow your investments using several tools fluid, personalized: daily performance, evolution since subscription, evolution of funds over 12 months, price, ISIN code.

WAIVE BAD SURPRISES

• Daily update of the all of your information.

• Receive alerts when a large transfer arrives, whether a fund has gone up or down, and so on.

• Set up relevant push / email notifications: alerts on balances or transactions, alerts on capital gains or losses on financial media, and so on.

A LEADING PLAYER IN INSURANCE AND SOME WEALTH MANAGEMENT

• LaFinBox was created in 2015 at the initiative of Swiss Life: founded in 1857, the group is one of the European leaders in terms of comprehensive solutions in provident and finance.

• Beyond its experience and financial weight, Swiss Life provides LaFinBox with unique business expertise and a global network of partners.

MORE THAN 215 FINANCIAL ESTABLISHMENTS CONNECTED TO LAFINBOX

You will find all of our partner establishments on the LaFinBox website.

THEY TALK ABOUT US

• Le Figaro

• Toussurmesfinances.com

• The digital factory

• I like startups

YOUR OPINION IS INTERESTED TO US!

An opinion, a recommendation? Your comments allow us to continuously improve the application. We might as well tell you that we are fond of it! Contact us by e-mail on [email protected]

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