Take control of your finances

YOUR FINANCIAL ASSISTANT

Take control of your finances

YOUR FINANCIAL ASSISTANT

Save time

With a personalized assistant always at your service

Gain knowledge

And received personalized information

Cut costs

Through a perfect understanding of your situation

Never get alone to handle your finances again !

Assistant

Jared helps you manage your finances. He gets to know you, learns to understand you and provides you with tailor-made support.

Analyst

Jared will analyse your financial situation and advise you on the best practices for optimising your financial management.

Sentinel

Jared is constantly monitoring for you the economic environment and will call you as soon as he detects something that could be useful.

Never get alone to handle your finances again !

Assistant

Jared helps you manage your finances. He gets to know you, learns to understand you and provides you with tailor-made support.

Analyst

Jared will analyse your financial situation and advise you on the best practices for optimising your financial management.

Sentinel

Jared is constantly monitoring for you the economic environment and will call you as soon as he detects something that could be useful.

Make the right financial decisions for you

Make the right financial decisions for you

Finance beyond numbers

Personalised news

We’re constantly exposed to a huge amount of information, without necessarily understanding it or knowing whether it’s relevant to us. Jared solves this problem by bringing you news that’s made just for you.

Analysis

Jared analyses your financial situation to provide you with a regular review and useful information tailored to your situation.

Best practices

We often wonder what we could do on a day-to-day basis to improve our financial management even just a little. Jared has put together some “best practices” tailored to your profile and personality to help you make better decisions.

Knowledge

We can’t know everything about wealth management and finance in general, can we ? Jared brings you useful content that will help you learn more and be a little better every day than you were the day before!

Pro info

Jared will soon be offering you personalised information and recommendations written by professionals and industry experts on subjects that concern you!

And much more ...

Jared’s functionalities are constantly being adapted to individual uses and preferences. Jared is a living, breathing tool that’s constantly evolving!

The financial assistant for everyone

Jared is an artificial intelligence that helps you manage your finances on a daily basis, based on your profile, your wealth and your personality.

A trusted ally at your side

The know-how of a Family Office

By working closely with a family office (a wealth management firm), we have designed Jared based on an approach and analyses built on over 30 years of wealth management expertise.

The power of data

Jared’s abilities enable him to make personalised predictions and tailor-made recommendations through the unprecedented use of data and artificial intelligence.

The knowledge of science

Jared uses behavioural finance and cognitive science to understand how emotions and biases affect financial decisions. This is what enables him to understand you beyond the numbers and be a true tailor-made assistant.

Protecting your information

From the outset, the tool has been designed to offer the best possible protection for your data. The confidentiality and protection of your data is at the heart of our concerns.

Un allié de confiance à vos côtés

The know-how of a Family Office

By working closely with a family office (a wealth management firm), we have designed Jared based on an approach and analyses built on over 30 years of wealth management expertise.

The power of data

Jared’s abilities enable him to make personalised predictions and tailor-made recommendations through the unprecedented use of data and artificial intelligence.

The knowledge of science

Jared uses behavioural finance and cognitive science to understand how emotions and biases affect financial decisions. This is what enables him to understand you beyond the numbers and be a true tailor-made assistant.

Protecting your information

From the outset, the tool has been designed to offer the best possible protection for your data. The confidentiality and protection of your data is at the heart of our concerns.

Partners

Siliance Capital

Siliance Capital is a family office founded in 2012 with 1.2 billion assets under supervision.

Lumena Startup Studio

Lumena creates start-ups using a multidisciplinary team of experts and shared resources.

They support us