Solutions

Pick the solution that matches your goals and context. Every path includes risk controls and transparent reports.

Operating base: Lugano (CH) · Compliance-first · Transparent dashboard · Human support

Personal Income

Guided paths for recurring income. Choose target amount, time horizon and risk profile. Get an operating plan with dynamic hedging during adverse phases.

Guided Income Planning

Set your income goals, choose your preferred time horizon, and define your risk profile. Receive a detailed operating plan with built-in dynamic hedging to protect your capital during unfavorable market conditions.

Personal Income Illustration

Corporate Treasury (SMEs)

A treasury-friendly approach to manage liquidity, cover fixed costs and maintain an anti-cycle buffer. Exportable reports for CFOs and accounting.
Corporate Treasury Illustration

Liquidity & Risk Management for SMEs

Take control of your treasury operations with tools designed to manage liquidity, cover fixed costs, and maintain an anti-cycle buffer. Generate exportable CFO-ready and accountant-friendly reports with ease.

Start your plan with EXONOMA today

Discover the features that will transform your customer relationships.