This application is intended exclusively for Cyrus Herez customers.

Cyrus Herez, a wealth management consulting company with more than 30 years of expertise, supports you to help you structure, enhance and transmit your wealth to the people you love.

An overview of the features available on your Cyrus Herez application:

MONITORING INVESTMENTS

Find all of your investments
Monitor the distribution by assets of your assets
Follow the evolution of valuations

DOCUMENTS

Consult the essential documents relating to your investments, and the letters sent by Cyrus Herez
Submit your supporting documents confidentially and securely

NEWS

Read our monthly summaries of financial news
Discover our articles on targeted subjects (taxation, real estate, etc.) and share them with your loved ones

CONTACTS

Contact your preferred contacts directly from the application
Recommend your manager to your loved ones