The wealth planning platform for family office
With Earnext you'll always make the right choices thanks to a reliable overview of wealth which is complete and updated in real time, and you can share this with your clients, inviting them to join you on the platform.
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An innovative wealth planning tool
Earnext is goal-based: once the goals are set, it supports the simulation of strategic choices relative to financial, real estate, equity, and passion assets investments.
A professional and intuitive dashboard
Real time reporting
At any given time, you have visibility of the wealth value and of every transaction, all without having to wait for the end of the quarter or incurring additional costs.
Automatic integration with banks and data providers
You'll be able to access a wealth overview that includes all types of assets, liabilities and cashflows, without needing to do any manual work or additional integrations.
Advanced simulations and customizable reporting
Offer high added-value services thanks to customizable reporting and planning features by goal, cashflow projection and what-if analysis.
A comprehensive vision of your assets
Financial assets
Explore existing investments with the various financial intermediaries, monitoring their performance and risk, so that you can plan for specific investment choices.
Real estate assets
Browse real estate portfolios, the location of properties, current condition, connected costs and any revenues in addition to any related debt positions.
Private companies
Access a comprehensive and detailed picture of the performance of each single private company included in the wealth.
Passion assets
Keep track of the value and costs linked with passion assets: from automobiles to jewelry, from watches to works of art.
Feedback from professionals and clients
Thanks to Earnext, I have all the necessary elements to focus on my work: a clear vision and updated reporting. I am now more efficient and able to grow our organization.
Flavia Baglione
CEO Entrusted
Thanks to the constant consolidation of the entire wealth, with Earnext we are now able to easily make timely strategic decisions in line with the set goals.
Andrea Toffano
Qualified Family Officer at Uffici Toffano
The experience with Earnext has been very challenging and stimulating. Within the project promoted by Innosuisse, we had to overcome complex problems related to data, modeling, and production performance.
Marco Zaffalon
Scientific Director at Istituto "Dalle Molle" di Studi sull'Intelligenza Artificiale (IDSIA)
Accompanying Earnext in the Fin+Tech acceleration program has been exciting, combining my experience in the Family Office business with technological innovation.
Maria Imbesi
Portfolio Manager at Digital Magic
The journey with Earnext allows us to fully express our value proposition, combining the talent for innovation of Italian entrepreneurs with the internationalization facilitated by technological innovation.
Giorgio Barbaglia
Partner at Feel Venture
Clear and transparent pricing
No time constraints, no setup costs.
Pay per Use
Prices are excluding VAT, per single client that the Family Office registers on the platform.
Base
€ 100,00
/ month per client for
2 connected intermediaries
Standard
€ 150,00
/ month per client for
3 connected intermediaries
Premium
€ 200,00
/ month per client for
4 connected intermediaries
Elite
€ 250,00
/ month per client for
5 connected intermediaries
Custom
Custom offer
Monthly subscription for unlimited use of the platform with no limits on clients and/or intermediaries.
