A CLEARER VIEW OF PRIVATE WEALTH

Complex wealth.
One clear picture.

Your investments, property and private holdings, together.
A complete balance sheet for you and your adviser.

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Assets, liabilities and the detail behind each value.
EXAMPLE HOUSEHOLDE
YOUR WEALTH, AT A GLANCE

Your household overview.

30 Sep 2026
Net worth€8,420,000Assets minus liabilities
Total assets€9,180,000
Liabilities€760,000
Net worth over time2026
€8.5m€8.1m€7.7mJanAprJulSep
All asset classes Valuation history PDF & Excel
Keep the source with the valuation.Valuation date, ownership and supporting documents.

Illustrative figures · Changes in net worth are not investment returns

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EVERY PART OF YOUR WEALTH

Your wealth.
In one place.

Investments, property, private holdings, cash and debt.
A balance sheet that includes more than your portfolio.

YOUR HOUSEHOLD BALANCE SHEET
€8,420,000
Net worth · assets minus liabilities
Assets €9.18mLiabilities €760k
INVESTMENTS

Your investment accounts, together.

Review your listed investments across accounts, with the value and valuation date of each holding.

Example household · illustrative figures

Behind every number
BEHIND EVERY NUMBER

Know what
a value is based on.

Keep the valuation date, your ownership share and the supporting report alongside the asset.

A private workspace for your wealth.Protected access for you and your adviser.
PROPERTY · PARIS

Rue du Bac apartment

€1,240,000
Recorded value · 18 September 2026
Ownership
100%
Included in your wealth
€1,240,000
Valuation history and supporting documents
SUPPORTING DOCUMENT

Property valuation report

Select “Show report details” to see the valuation date and ownership share.

Example property · illustrative valuation report

Working with your adviser
FOR YOU. AND YOUR ADVISER.

You and your adviser.
Working from the same figures.

YOUR NEXT CONVERSATIONEA

Your household overview.

Your complete wealth€8.42m
Latest property valuation18 Sep
The detail behind the valueView source
The same figures for you and your adviser.
FOR YOUR HOUSEHOLD

Keep track of your family’s wealth.

See what you own and what you owe. Review changes in value and the details you want to discuss with your adviser.

Your balance sheet, available between meetings.
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Example household · illustrative figures

Reports and demo booking

Reports for your next meeting.

Export your household balance sheet as a PDF report or Excel file.

PDF · EXCEL

About Alder

Who is Alder for?

Alder is for wealth advisers and the individuals and families they advise. It brings investments, property, private holdings, cash and debt into one household balance sheet.

What does the history show?

The history tracks recorded asset values and net worth. Contributions, withdrawals and currency movements can affect these figures, so a change in value should not be read as an investment return.

Can I explore the app?

Book a demo to see how Alder works, or open your workspace if you already have access.

PRIVATE WEALTH, CLEARLY

See how Alder
fits your wealth.

Request a demo