Personeo

BNP Paribas Epargne et Retraite Entreprises “Personeo” app is a simple and practical application for managing business savings.

USEFUL INFORMATION ON THE HOME PAGE:
• Amount of savings available now or later.
• Global vision of accounts (Employee savings plan, Corporate PER and Securities Account)
• Breakdown of savings by device (PEE, PERCO, PERECO), by investment medium or by date of availability.
• Unrealized capital gains or losses by investment vehicle or by device,
• News messages and alerts when a transaction is to be entered.
• Amount of the matching contribution already collected and the potential matching contribution.
THE CENTRAL MENU TO CARRY OUT THE ESSENTIAL OPERATIONS:
• Make choices for participation and / or profit-sharing.
• Build up savings with one-off voluntary payment by bank card / direct debit or set up a scheduled payment.
• Transfer / arbitrate your savings between the supports offered by your company.
• Request reimbursement of available savings, with the possibility, depending on the case, of setting a trigger threshold.

OPTIMIZE YOUR SAVINGS AND DECISION-MAKING:
• Access all the information on investment vehicles and the possibility of comparing them (KIID, 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

HISTORY:
Monitor the progress of its operations and cancel them if necessary.


PROFILE:

• View and update personal and banking data.
• Manage your free subscriptions: to e-Documents, notifications, privileged offers.
• Change his password, activate his biometric connection.
• Contacts