Simulator Heritage diagnosis

What is the PATRIMONIAL SIMULATOR?

Before rushing to the chemist's, it's natural to consult your doctor to get answers to your questions, a diagnosis and recommendations... Naturally, he or she will ask you questions and examine you, and your physical presence is generally essential in this case.

On the other hand, an analysis of an asset base can be used to mechanically present an advanced diagnosis based simply on the collection and analysis of figures.

The information you entrust to us is fully protected by the law on security systems.

This service is entirely free of charge for private customers.

What do you need?

  • 10 to 30 minutes maximum
  • Your tax return
  • Amortisation schedules for your current loans
  • Your extracts or proof of investment