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Financial management
00317
50 CHF €
Budget, Wealth, Investments
In stock
1
Product Details
Brand:
Excel-Gestion
Target:
Privés
Price:
Mensuel
Delivery:
3 jours
You delegate the management of your finances to us
(consultation only)
- Monthly Budgets
- Evolution of wealth
- Investment tracking
Management mandate
You send us the lists of movements (income and expenses) that we enter in your budget. We provide you monthly or weekly with alerts and analyses, the detailed and classified state of your budget and your finances in a Cloud folder (PDF). The pice of the mandate is a monthly flat rate, plus initial price for commissioning of desired modules.
With the mandate, you benefit from a 20% discount on the preparation of your tax return.
Module
Add desired module to the basket from the choice of our Excel applications. The price of the application is 50% by indicating code MANDAT in the basket (without taking setting up). In return, you will receive no file, this amount being for setting up and customizing the mandate adapted to your needs.
Satisfied or refunded!
The packages are active from the day ordered and are billed monthly unless notice of termination (for the following month). If you do not wish to continue the following month, the payment of the monthly package is refunded.
You will have the possibility to obtain the file of your mandate by adding the remaining 50% of the initial price.
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