Welcome to Finaure
Finaure is the complete family office software for all of your wealth: companies, bank accounts, securities accounts, real estate and investments in one system.
Where would you like to start?
Connect bank accounts, upload documents and set up your dashboard.
Your dashboard: total wealth, allocation and recent activity.
Map people and companies, from the holding company to the property company.
Record real estate, tangible assets and financial assets.
Family and ownership structure at a glance.
Direct investments and PE funds with cash flows and key figures.
Search and filter documents and review them with Smart Analysis.
Review and approve invoices and hand them over to your adviser.
Predefined reports, Report Builder and PDF export.
What is Finaure?
Finaure consolidates all of your wealth in a single view: bank accounts and securities accounts via multibanking, real estate and investments recorded manually or automatically, documents and contracts in the encrypted data room. SmartAssist answers questions about your portfolio in natural language, and SmartWealth calculates scenarios over 10, 20 or 30 years.
Who is Finaure for?
For wealthy individuals, entrepreneurial families, holding companies and family offices, as well as their advisers. Finaure maps the entire structure, from a single individual to a nested holding company, and handles the day-to-day work on your wealth within it: accounts, receipts, deadlines and the handover to advisers.
What Finaure is not
Finaure does not provide investment advice, tax advice or asset management within the meaning of the German Banking Act (KWG). Nor is Finaure accounting software, and it does not post bookings: you hand over reviewed receipts to your tax adviser in an orderly way.
Security in brief
- Your data is stored in the EU.
- Bank login details are held only by the BaFin-regulated provider finAPI.
- You assign roles and permissions per entity, down to individual assets.
Find out more on the security page.
Support
Questions about setting up or about individual features? Contact our team via the contact page. The Individual offer includes a personal point of contact.