Only the French text prevails; any translation is given for information.
It reads what you enter or import, calculates it and shows it to you. These amounts are declarative: we do not check them.
An amount read from a source you deposited is taken as that source gives it, with its date. We do not check it either.
A crypto position is listed without a valuation.
Life insurance is declared as an asset: its content is not itemised, and the scenarios place it under “Other”, with no fall assumption of its own.
Scenarios and losses in figures are stated assumptions, not forecasts.
It gives no personal advice and names no product. It places no order and moves no funds.
It reads an account only through a source you deposited, read-only.
Reading a bank account through a provider is not open: your bank accounts are added by entry or by file.
A deed is for your professionals: your notary, your bank.
The holder sets asset by asset what each person sees, and invites members. An invitation link works once and expires.
A tool, a project text or a label remains yours and is not checked. In a tool or a draft deed, the platform refuses texts that resemble advice, a performance figure or an order.