Velvibroek brings together all of your investment accounts, regardless of the platform that hosts them, into a single dashboard. An analysis engine continuously examines the evolution of your assets and alerts you to movements that deserve your attention, without ever acting for you.
Many savers have built up their assets over the years with several banks, brokers or insurers. Each platform has its own interface, its own statements and its own update rate. Tracking the whole picture takes time and leaves room for uncertainty, particularly when markets become choppy.
Scattered information, statements to be reconciled manually, and the feeling of never having a complete and up-to-date image of one's assets.
A daily summary of your positions, viewable in one place, with risk alerts continuously calculated by our analysis models.
Each feature of Velvibroek meets a specific objective: to see clearly, limit surprises, and save time on the administrative monitoring of your assets.
Link your accounts held with different brokers and establishments to a single secure space. You view the overall value of your assets without opening multiple applications.
Our models observe the evolution of your positions and estimate areas of weakness before they become problematic, in order to help you anticipate rather than suffer.
A clear and regular summary replaces scattered statements. You get the essentials, expressed in understandable terms, without financial jargon.
The final decision is always yours. The role of automated analysis is to prepare information, not replace it.
Velvibroek gathers data from your connected accounts in real time, respecting the security protocols of each partner establishment.
The models evaluate your asset allocation, recent volatility and market scenarios to identify areas for attention.
You receive prioritized and reasoned recommendations. You freely choose to follow them, adjust them or ignore them.
No transaction is ever automatically triggered on your accounts. Velvibroek provides analytics and recommendations; execution remains entirely in your hands or those of your usual advisor.
Each asset situation is different. Here is how retirees use the platform on a daily basis to monitor their capital.
Check at a glance whether your savings remain distributed between stocks, bonds and cash according to the balance you wish to maintain, without manually recalculating each month.
Anticipate variations in income generated by your investments and quickly identify unusual deviations that deserve your attention.
Regularly consult the evolution of your assets built up over the years, with the peace of mind of knowing that important risk signals will be brought to your attention.
Logins to your accounts rely on standard banking security protocols, and Velvibroek never stores your login credentials. Your data is used exclusively for the analysis of your own assets and is never shared for commercial purposes.
The interface has been designed to present information clearly, with simple vocabulary rather than technical financial terms. Support is available if you would like help getting started.
The pricing conditions are clearly communicated to you before any subscription, without additional unannounced costs. You can test the platform for free before deciding on a possible subscription.
Join Velvibroek to view all of your assets in one place and receive clear risk analyses, without initial commitment.