LaFinBox

Take the power in your heritage!

LaFinBox is the free and secure app for managing your money in all your financial institutions.

• Access all your accounts and insurance via one application.

• 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 policy evolving?

MANAGE YOUR MONEY MORE SIMPLY

• LaFinBox centralizes all your financial and investment support: current accounts, bank cards, credits, passbooks, employee savings, life insurance, PEA, mortgage loan ...

• A valuable simplification, for a real saving of time and efficiency in the follow-up of your investments.

FINANCIAL DIAGNOSIS

• LaFinBox launches its new feature: the financial diagnostic. From now on, by logging into your application you will be able to obtain a complete analysis of your investments: return, risk, diversification or the measurement of your portfolio's exposure to market risks.

AN IDENTICAL SECURITY LEVEL IN BANKS

• LaFinBox has implemented extremely high security standards, for complete security, similar to that of the largest banks.

• Use the latest techniques to store and protect your personal and banking data.

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

• Everything has been designed so that the user has complete control over his data. No information is retained if the application is unsubscribed.

• More information about safety

A GRAPHIC VIEW OF YOUR HERITAGE

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

• Follow your investments thanks to several fluid, personalized tools: daily performance, evolution since the subscription, evolution of funds at 12 months, course, ISIN code.

REJECT BAD SURPRISES

• A daily update of all your information.

• Get alerts on arrival of a major transfer, the evolution of a fund up or down, etc.

• Set up relevant push / email notifications: balance or transaction alerts, plus or minus alerts on financial media, etc.

A REFERENCE PLAYER IN ASSURANCE AND HERITAGE MANAGEMENT

• LaFinBox was founded in 2015 on the initiative of Swiss Life. Founded in 1857, the group is one of Europe's leading providers of comprehensive pension and financial solutions.

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

OVER 215 FINANCIAL INSTITUTIONS CONNECTED TO LAFINBOX

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

THEY TALK ABOUT US

• Le Figaro

• Toussurmesfinances.com

• The digital factory

• I like startups

YOUR OPINION INTERESTS US !

An opinion, a recommendation? Your comments allow us to constantly evolve the application. As much to say that we are fond of it! Contact us by email at contact@lafinbox.com.