Fyleen’s platform and efficient management

Fyleen’s platform enables us to consolidate and analyse our clients’ wealth, regardless of their custodian bank. Our clients can connect to the platform and get an overview of their assets, liabilities and future cash flows. Then, a comprehensive and more detailed analysis of their allocation, performance and fees will help us make better decisions. Our technology also allows us to manage your portfolio semi-automatically for a more efficient and consistent purpose.

01Core Portfolio smart rebalancing

Core Portfolio smart rebalancing

02Systematic Financial Planning

Systematic Financial Planning

03Multi-custody reporting

Multi-custody reporting

04Performance, Allocation and Fees analysis

Performance, Allocation and Fees analysis

Technology at every stage

Thanks to Fyleen’s platform, we can consolidate and analyse your wealth, whatever your custodian bank is.

Planning

Opening an account and building a core portfolio

Consolidating

Performing