Wealth management

Make the right calls
for your wealth.

Centralize banks, investments, real estate, valuables, taxes and invoicing. Your net worth is recomputed on every entry — no spreadsheet.

Read-only bank connection · No credit card required

Net worth overview MVM Finance
11 modules, from current account to invoicing
Daily stock & crypto prices refreshed
Read-only bank access: balances and transactions
🇫🇷 French tax brackets kept up to date
Why MVM Finance

Centralize, analyze, decide

Every euro — savings, stocks, crypto, real estate, valuables, taxes, invoicing — brought together and recomputed so you make better decisions.

Bank sync

Connect your accounts via Plaid. Balances, transactions and 90 days of history import and categorize themselves.

Net worth & dashboard

Accounts, investments, real estate, valuables and loans: net worth is recomputed on every entry, kept month by month and charted.

Investments

Stocks, ETFs and crypto with prices refreshed every day. Gains, dividends and performance tracked automatically.

Recurring payments

Rent, subscriptions, loan instalments: recurring entries are generated on their own, with no monthly re-typing.

Tax estimates

French brackets kept up to date, employee, self-employed or both. Your income tax is estimated continuously.

Payslips & employment

Drop your payslips as PDFs: period, salary, contributions, taxable net and withholding tax are extracted from them. Contracts, seniority and severance pay tracked.

Invoicing

Clients, quotes and invoices for freelancers. PDF archived, VAT computed, payment tied back to your income.

Real estate & loans

Properties, rents, charges and loans with their schedule. Every property gets its yearly report.

Valuables

Gold, watches, art, vehicles: off-market assets count towards your net worth too.

The product

One platform, every money matter

Move across your financial worlds — from total net worth to freelance invoicing.

Your entire net worth, at a glance

Accounts, savings, investments, real estate, valuables, debts: MVM Finance aggregates everything and recomputes your net worth on every entry.

  • Consolidated multi-account view
  • Month-over-month evolution
  • Breakdown by asset class
Net worth overview Net worth

Stocks and crypto, tracked without the work

Stocks, ETFs and crypto with prices refreshed every day. Gains, dividends and performance computed for you.

  • Stock & crypto prices refreshed daily
  • Dividends and projected yield
  • Capital gains and portfolio performance
Investment tracking Investments

Property and loans, part of your net worth

Track the value of your properties, your rents and your outstanding loans. Loan instalments post themselves, year after year.

  • Properties, rents and charges
  • Loan schedule generated automatically
  • Yearly report per property
Real estate and loans Real estate

Your French taxes, anticipated

Official brackets kept up to date, employee and/or self-employed profile: your income tax is estimated continuously.

  • French brackets updated automatically
  • Payslip PDFs imported in batches and reviewed
  • Micro, réel and versement libératoire
  • URSSAF & VAT alerts
Tax profiles and income tax Taxes

Invoice clients without leaving the app

Quotes, invoices and clients for freelancers. Every finalized invoice goes to Stripe, its PDF is archived and the payment lands in your income.

  • Quotes turned into invoices
  • PDF generated and archived
  • Payments tied back to income
Invoicing and clients Invoicing
Simulator

What your mortgage will actually cost

The app's own engine, no account needed: monthly payment, total cost, and the share taken by interest and insurance.

Average monthly payment
—
Total cost
—
Of which interest
—
Of which insurance
—

Simulate in the app

Indicative estimate. Average monthly payment over the term, excluding arrangement and guarantee fees. Amortizing loan with a constant payment before insurance; insurance on the outstanding balance falls with it.

Security and privacy
  • Read-only bank connection via Plaid
  • Invoicing backed by Stripe
  • Hashed password, httpOnly session cookie, data never sold
Pricing

Free for one year

MVM Finance opens with no payment card. Pick the profile that matches you, access is complete for twelve months.

Employee

Net worth and income tax.

  • Net worth & dashboard
  • Bank sync (Plaid)
  • Investments, real estate & loans
  • Payslips imported, income tax estimated
Create my account

Entrepreneur

Invoice and file in one place.

  • Everything in Employee
  • Micro and réel regimes, versement libératoire
  • URSSAF & VAT alerts
  • Clients, quotes and invoices
Create my account

Employee and entrepreneur

Both activities, a single calculation.

  • Everything in Entrepreneur
  • Salaried and self-employed income combined
  • Tax estimate over the whole
  • One single dashboard
Create my account

No card stored, so no charge is possible. Plans will be announced before the trial ends.

FAQ

Frequently asked questions

What happens after one year?

Plans will be announced before the trial ends. Since no payment card is stored, no charge can occur: continuing is your decision.

Is my banking data safe?

The connection goes through Plaid, read-only: MVM Finance receives your balances and transactions, never your credentials, and cannot issue any payment order. Your data is never sold or shared.

Does MVM Finance handle French taxes?

Yes. Official brackets are kept up to date automatically and tax profiles cover employees, self-employed (micro or réel, with or without versement libératoire) and both at once.

How often are prices updated?

Once a day: stocks and ETFs through EODHD, crypto through CoinMarketCap. Your gains and net worth are recomputed right after.

Do I have to re-type my payslip every month?

No. Drop your payslips as PDFs, several at once if you like: the period, base salary, overtime, contributions, taxable net and withholding tax are extracted. You review the amounts before confirming, then each payslip is attached to its month and to your tax estimate.

Can I invoice my clients from the app?

Yes, if your profile is Entrepreneur or Employee and entrepreneur. You manage clients, quotes and invoices; the PDF is archived and the payment lands in your income.

Is the app available in English?

Yes, MVM Finance is fully bilingual French / English, interface and e-mails alike.

Take back control of your net worth

Join MVM Finance and see all your finances, finally together.

Start for free