Patrimoine plus

We are a fintech company specializing in digital investment for individuals and active investors in Canada. Our goal is to offer a clear, structured, and data-driven crypto trading platform to help everyone manage a multi-asset portfolio in a more disciplined and serene manner.

Our mission and values

Our mission is to make investment in modern markets more accessible, structured, and responsible. We design our tools to promote intelligent risk management, a better understanding of exposures, and a secure environment for investors, rather than simply seeking short-term performance.

Our values are based on transparency, ease of use, and respect for entrusted capital. We encourage investment diversification and a long-term vision, even when a high potential return is possible on certain strategies. Every product improvement is evaluated against a simple question: does it truly help our users make better decisions?


Our specialization in cryptocurrency, Forex, CFD, and stocks

We work across several asset classes to enable a more comprehensive allocation: digital assets, currencies, indices, commodities, and listed securities. Our infrastructure connects these markets within the same environment, facilitatingonline Forex and CFD tradingalongside cryptocurrencies and stocks, without multiplying interfaces or tools. We pay particular attention to the clarity of market scenarios, protection levels, and overall portfolio consistency.

Some of the features are geared towards automated cryptocurrency investmentand other strategies based on precise rules. The goal is not to promise unrealistic results, but to support a algorithmic trading strategystructured, which remains compatible with human oversight and manual adjustments. As markets can evolve rapidly, the tools are designed to follow 24/7 market tradingwhile leaving the user to choose the level of automation.

Patrimoine plus Canada

The company operates with a strong local focus, taking into account regulatory expectations and resident habits. We partner with an online broker in Canadawhen an intermediary is necessary and favor an integration with brokerage platformsrecognized platforms. The focus is on transparency of flows, understanding of proposed products, and the suitability of tools for the Canadian market constraints.

How we use artificial intelligence

Artificial intelligence plays an important role in our analysis tools. It is used to filter information flow, identify recurring patterns, and generate AI-based trading signalsunderstandable by the end-user. The models do not decide for the investor; they provide structured benchmarks, which a crypto trading botor semi-automated logic can then utilize according to the chosen parameters.

We combine statistical approaches, price indicators, and market data to produce a technical market analysisreliable analysis, complemented by a crypto fundamental analysiswhen relevant. Users can thus compare their own convictions with a quantitative and updated view. The goal is to reduce noise, more clearly identify risk areas, and offer more coherent action scenarios.

Team and expertise

  • Digital and derivatives market specialists, with experience on trading desks and derivatives product management.

  • Data engineers and quantitative developers, responsible for the design and monitoring of models and execution engines.

  • Compliance and internal control professionals, responsible for validating processes and information flows.

  • Product and UX profiles, dedicated to screen readability, pedagogy, and ergonomics of advanced trading tools.

  • Customer service trained in technology and markets, capable of connecting practical challenges and security constraints.

This combination of expertise allows us to offer a coherent investment journey, from the initial account opening to results monitoring. For the user, this translates into more structured support, a real-time performance trackingin the interface, and an ability to evolve tools based on concrete feedback from the field, not solely on theoretical hypotheses.

Patrimoine plus Crypto Platform

The environment was designed from the outset to manage digital assets alongside other markets, rather than as an add-on module. Flows dedicated to cryptocurrencies are processed with the same rigor as those for currencies or indices, including risk parameters, activity logs, and market scenarios. Users can thus access multiple segments within a single interface, with consistent views and homogeneous management rules.

Security, Compliance, and Transparency

Data and financial flow security is central to our architecture. Connections are encrypted, account access relies on multiple levels of protection, and sensitive actions are recorded in detail. Systems are sized to limit service interruptions and to quickly detect unusual or unauthorized behavior.

On the regulatory front, we emphasize clear Know Your Customer procedures, verification of provided information, and strict monitoring of account activities. Communication regarding products, risks, and operational limits is structured to avoid ambiguities. Users can consult reports and historical data to keep track of their decisions and better understand the behavior of their positions over time.

What we offer investors

  • Different account types tailored to various profiles, from curious beginners to more experienced traders.

  • Access to multiple asset classes, with consolidated visibility of positions and exposures.

  • Analysis modules, educational content, and resources to better understand markets and products.

  • Dedicated support for technical questions, practical account aspects, and market-related issues.

  • Trial mode withfree demo accountto test flows, screens, and management logic before committing real capital.

  • Infrastructure oriented towardsfast order execution, while offering the choice between full automation, semi-automated, or manual execution.

Pros & Cons

Pros

Cons

Clear and structured interface, suitable for individual investors and more advanced users.

Requires time to become familiar with some more technical tools and settings.

Access to multiple markets and products within a single environment.

The diversity of instruments can be overwhelming for those who prefer to focus on a single asset.

Measured use of AI to enhance analysis and risk management discipline.

Models are not infallible and require regular human oversight.

Strong focus on security, compliance, and clarity of information.

Activity relies on a stable internet connection and responsible use of features.

Patrimoine plus Investment Program

This section gathers several rule-based approaches that the user can combine or adapt. Some are more cautious, others more dynamic, but all are based on transparent parameters: protection levels, investment horizon, exposure per asset. The investor retains control over allocation and the chosen degree of automation.

Patrimoine plus Profit System

Optimization mechanisms aim to improve the consistency of results rather than seeking an isolated big win. Profit-taking and loss-limiting scenarios are defined in advance, which helps reduce impulsive reactions. The role of technology is to execute these rules with rigor and consistency.

Patrimoine plus Analyse Crypto

Digital assets are studied from multiple angles: price behavior, volumes, market structure, and external factors. Users can access synthetic views that summarize key trends and areas of concern. The goal is to allow for a more structured interpretation of a segment often perceived as complex and volatile.

Patrimoine plus Avis

User feedback is taken into account in the evolution of features, whether it concerns screen presentation, new risk views, or educational needs. This feedback loop helps the platform evolve towards better readability and smoother daily use.

Responsibility and Risks

Investing in financial markets, especially when it involves leverage or derivative products, carries significant risks. The tools provided do not constitute personalized advice and do not guarantee any results. Each user must assess their situation, risk tolerance, and, if necessary, seek independent advice before making decisions. Prudent, structured, and informed use remains essential.

 

⚙️ Platform Type

AI-Based Trading System

💳Deposit Options

Credit/Debit Card, Bank Transfer, PayPal

📱Account Accessibility

Accessible on All Devices

📈Success Rate

85%

💹Assets

Stocks, Forex, Commodities, Precious Metals, CFDs, Cryptocurrencies, and much more...

📝Registration Process

Simplified and Easy

💬Customer Service

24/7 via contact form and email

FAQ

Who is the platform for?

It is intended for adult residents with capital to invest who wish to access digital and traditional markets in a structured environment.

Do I need to already know the markets to start?

Prior experience helps but is not essential. Educational resources and a trial mode allow users to gradually familiarize themselves with the features.

Can I only invest in digital assets?

Yes, it is possible to focus on this segment. However, we encourage a comprehensive approach that considers risk profile and personal situation.

How does strategy automation work?

You define key parameters, such as position size and protection levels, and the system then executes the established rules. You can adjust or deactivate automation at any time.

How is my personal data protected?

Information is encrypted, stored on secure systems, and accessible only to authorized teams as part of their duties. Regular controls verify compliance with procedures.

Are there any hidden fees?

The fee structure is presented transparently. Costs related to operations and services offered are indicated before validation of important actions.

What happens in case of high market volatility?

Risk management rules and alert parameters are designed to help the user maintain control. However, no technology completely eliminates the risks associated with these situations.

Can I test the platform before actually investing?

Yes, a test environment allows you to familiarize yourself with the screens, rules, and processes without committing real funds, in order to verify suitability with your expectations.

🇬🇧 English