Solutions
Who Opes is for, and where to start.
Pick the situation closest to yours.
Solutions
- IndividualsEach asset in its own currency, totalled in the one you choose, with your loans taken off.
- FamiliesEvery asset and company carries an ownership percentage. View your share, the family's or the full value, and share a read-only view with a spouse or a co-owner.
- Company ownersCompanies, trusts and holding companies as a tree that adds back to net worth, and private-equity funds with their calls, distributions and multiples.
Solutions
| Who | What they see first |
|---|---|
| Individuals | Net worth and loans |
| Families | My share, the household's share and the full value, person by person |
| Company owners | Company accounts and the group structure |
Features
One register
Property, funds, companies, art, vehicles, bank accounts and debt in one place.
Your share of each
Every holding keeps its own currency and is shown at the share you own.
Sources you can check
Open a figure to see how it was made and where it came from.
Verifiable
What is in place, stated plainly.
- 01Signing in with a password needs a second step: an authenticator app or a passkey.
- 02Each person's records are separated from everyone else's at database level.
- 03Shares, advisors and the AI connector are read-only.
- 04Each headline figure says where it comes from: calculated, a price feed, a document, or typed by you.
- 05No independent audit yet. See what is and is not in place.
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.