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Add-on

Ask us to help you set up.

A paid add-on for the Expert and Family office levels: we help you enter your accounts and assets. This page is a request form. Nothing is charged and nothing is booked until we answer you.

How it works

  1. Send your documents

    Tell us what you hold, and send the statements and deeds you have.

  2. We load and check them

    We enter the accounts and assets and check each figure against its document.

  3. You review the traced figures

    You see each figure with its source and confirm it. Nothing is charged until we agree the price with you.

Price: on request, confirmed before you pay

We use your name and e-mail only to answer this request.

Or write to us directly: contact@opeswealth.app

A common question

Does it connect to my bank?

Not yet. You upload statements or type figures, and confirm a preview.

Who can see my data?

You, and only the people you share with, read-only. Opes is not end-to-end encrypted, so Opes can read stored data to total it and read statements. Opes does not sell your data.

Is there a free plan?

Yes. Free covers accounts, holdings, property and goals, with no card. Paid levels open later.