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.
Core Portfolio smart rebalancing
Systematic Financial Planning
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.
Opening an account and building a core portfolio