3月11日的Personeo应用程序分析

The "Personeo" app from BNP Paribas Epargne et Retraite Entreprises is a simple and practical application for managing your company savings. ON THE HOME PAGE, USEFUL INFORMATION: • Amount of savings available now or later. • Global vision of the accounts (Employee savings, PER Companies and Securities Account) • Breakdown of savings by investment vehicle or by date of availability. • Unrealized capital gains or losses by investment medium or by device, • News messages and alerts when a trade is due. • Amount of the employer's contribution already received and of the potential employer's contribution. THE CENTRAL MENU TO PERFORM THE ESSENTIAL OPERATIONS: • Make your choices for participation and/or profit-sharing. • Build up savings with one-time voluntary payment by bank card/ direct debit or set up a programmed payment. • Transfer/arbitrate your savings between the supports offered by your company. • Request repayment of their available savings, with the possibility, depending on the case, of setting a trigger threshold. • Transfer the time savings account or the days off not taken to the company savings account. OPTIMIZE YOUR SAVINGS AND DECISION-MAKING SUPPORT: • Access all the information on the investment vehicles and the possibility of comparing them (KID, performance, level of risk, recommended investment period, etc.) • Create an alert on an investment medium and be informed when the desired value is reached. • Simulators • Estimate of the matching contribution to be received at the time of entry of your voluntary payment or your choice for participation/profit-sharing. HISTORY: Follow the progress of its operations and cancel them if necessary. PROFILE : • View and update personal and bank details. • Find e-Documents and simply manage your free subscription. • Manage your other free subscriptions: notifications and privilege offers. • Modify his password, activate his biometric connection. • Contacts • View the accessibility statement