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Patrice
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Who it's for

Patrice is built for you
(if you recognise yourself here).

Patrice is made for French-speaking savers — from the young professional just starting out to the soon-to-be retiree taking stock. Four life situations, one shared wish: to see clearly.

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Léa, 25.Starting out

Léa, 25.
The young professional building good habits.

Recent business- or engineering-school graduate, first permanent job · renting in the city.

A well-filled savings account, a first PEA opened recently, maybe a little crypto out of curiosity. She wants to build good habits from the start and keep an overall view — without spending her evenings on it or becoming an expert.

Her frustrations
  • Savings scattered across several apps
  • No idea what a good split looks like
  • The fear of getting it wrong from the start
What Patrice does
  • Everything in a single view, from the very first euro
  • The Patrice.index to learn the right reflexes
  • Healthy foundations, without jargon or pressure
Camille & Julien, 33.Settling down

Camille & Julien, 33.
The couple who want to do it right from day one.

A couple, first child on the way · both in tech, €50–60k each · first-time buyers.

A PEA each, global ETFs, a monthly automated investment (DCA) of €200 to €500. First home purchase imminent or recent. Well versed in personal-finance content, drawn to financial independence without the extremes. They want to understand and organise — not become experts.

Their frustrations
  • Two separate tools, no shared view
  • A shared spreadsheet that quickly hits its limits
  • No benchmark to know if they're on track
What Patrice does
  • One household view, two logins
  • Tracking of their regular investing over time
  • The Patrice.index to find their footing, without pressure
François, 47.Building up

François, 47.
The family man consolidating it all.

Senior manager, married, 2 children · €80–100k gross/year · on the outskirts of a major city.

A main home bought 7 to 10 years ago, often a furnished rental he manages himself. A PEA for 5–10 years, a PER for 2–4, an assurance-vie with his bank, his Livret A maxed out. His wealth spreadsheet is overflowing.

His frustrations
  • An unmanageable spreadsheet, broken formulas
  • The real value of his property unknown
  • « Am I well diversified? » with no answer
  • Retirement in 15 years, no visibility
What Patrice does
  • One overall view instead of tabs
  • 2026 value of the main home via official DVF price data
  • Patrice.index: one score, no jargon
  • A clear retirement projection (Monte Carlo method)
Martine, 60.Winding down

Martine, 60.
The soon-to-be retiree taking stock.

Late-career manager, retiring within months to a few years · grown-up children.

A lifetime of saving behind her: PEA, assurance-vie, PER, a rental property, savings accounts. Before the big step, she wants to see clearly everything she has built, understand the income she'll have, and approach the transition calmly. Not performance, not speculation: clarity.

Her frustrations
  • Wealth scattered after 30 years of saving
  • « What will I live on once retired? »
  • The fear of misjudging the drop in income
What Patrice does
  • A clear view of everything she has built
  • An income projection for the transition
  • What she needs to reorganise calmly, at her own pace
Let's be clear

We'd rather turn some people away than water it down.

What Patrice is not

  • An aggregator that connects to your bank accounts.
  • A trading or real-time crypto-tracking platform.
  • A financial advisor (neither CIF- nor AMF-regulated).
  • A tool for family offices and portfolios above €2M.

What Patrice is

  • The wealth dashboard for French-speaking savers.
  • An overall view, always up to date, instead of Excel.
  • A decision-support tool you run yourself.
  • Built for the PEA, PER, assurance-vie, SCPIs, the Livret — your tax setup.

Recognised yourself?

Five minutes of demo, no sign-up, beats ten pages of argument.

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