Vexra Molin — dashboard consolidating several financial accounts
Augmented Intelligence for Investment

A unified view of your assets, informed by predictive models

Vexra Molin brings together your accounts spread across several brokerage platforms within a single dashboard, then applies a layer of predictive analysis to qualify the real risk level of your portfolio and prioritize the decisions to be made.

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The analyzes provided by Vexra Molin are intended for information purposes and do not constitute investment advice in the regulatory sense. They support your own judgment and, where appropriate, that of an approved advisor.

The observation

The proliferation of financial data complicates decision-making

An individual investor today rarely holds just one account. Between a PEA, an ordinary securities account, life insurance and sometimes a brokerage account abroad, information is dispersed across different interfaces, with heterogeneous formats and update frequencies.

This fragmentation doesn’t just waste time. It masks the level of risk actually taken on the scale of overall assets, and pushes many families to postpone arbitrations that are nevertheless necessary, due to lack of having a reliable overall vision when deciding.

  • 1Positions spread across several establishments, without an immediate consolidated view.
  • 2Risk exposure that is difficult to measure when assets are analyzed in isolation.
  • 3Decisions taken under pressure, often after the fact, rather than calmly anticipated.
  • 4Manual analysis time incompatible with regular and rigorous monitoring.
Our technical specificity

A single dashboard for all your accounts and marketplaces

Vexra Molin connects your different investment accounts and automatically consolidates your positions, regardless of the platform on which they are held. This aggregation is continuously updated, so that the view presented reflects the real state of your assets and not a frozen photograph.

Each portfolio line is linked to its asset class, currency and holding horizon, which allows the analysis engine to think about the whole rather than individual accounts.

  • Securities accounts
  • PEA and PEA-PME
  • Multi-support life insurance
  • Online Brokerage Accounts
  • Linked bank accounts
Vexra Molin — interface consolidating multiple financial accounts into a single dashboard
Illustration of the consolidated interface: positions, exposure by asset class and risk indicators gathered on the same screen.
Our method

How predictive analytics reduces uncertainty in your decisions

No black box: each recommendation is based on a sequence of three verifiable steps, designed to reinforce the security of your choices rather than to promise gains.

01

Secure data aggregation

Your accounts are linked via encrypted connections. Position, movement and valuation data are synchronized regularly to constitute a reliable and up-to-date base.

02

Predictive scenario modeling

Statistical models evaluate several possible trajectories for your portfolio taking into account historical volatility, correlation between assets and your stated horizon.

03

Prioritized recommendations

The results are translated into action priorities classified by level of urgency, with the reasons justifying them, so that the final decision remains fully informed and in your hands.

Concrete applications

Three frequent uses among our users

Families and individual investors use Vexra Molin for different needs, depending on the stage of life or the complexity of their assets.

Planning

Medium and long term strategic planning

Projection of the evolution of your assets according to different savings and market scenarios, to prepare a real estate project, retirement or transfer to your loved ones.

Risk management

Risk management across the overall portfolio

Identification of excessive concentrations in a sector, currency or asset class, often invisible when accounts are examined separately.

Allowance

Optimization of asset allocation

Comparison of the current allocation with reference distributions adapted to your profile, to identify the most relevant adjustments to consider.

Trust and transparency

The protection of your data and the readability of our method are non-negotiable

A financial decision support tool is only valuable if its operation and guarantees are understandable. Here are the principles we apply.

Safety standards

Connections to external accounts are end-to-end encrypted and sensitive data is stored in a segregated manner. No access to funds is possible from the platform: Vexra Molin consults the information in read-only mode.

Confidentiality commitment

Your heritage data is neither sold nor shared for commercial purposes. They are used exclusively to produce the analyzes presented to you, in accordance with the regulations in force on the protection of personal data.

Questions about the methodology, applicable regulations or the status of Vexra Molin with regard to AMF recommendations? Consult our team.

Discuss with our team before integrating Vexra Molin into your asset monitoring

A personalized demonstration allows you to see how your existing accounts would be consolidated, and to ask all your questions about the methodology before any commitment.

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