Modern & Analytics
Put team cards on the table
Gain deeper insights into your spend, and forecast your business’ financial future confidently. From allocating budgets to managing your cashflow, making the biggest impact starts with Analytics.
Make data-driven decisions
Get to know your business’ earnings versus expenditure better, at a glance. Plot and forecast future spend accurately using real-time trends and spend analysis.
Available on our Grow, Scale, and Enterprise plans. Fees and T&Cs apply.
So many ways to see your spend
Get a new perspective on your finances and budget effectively with granular data. View by account, time period, payment type, team member, merchant, and more — so you can make informed decisions on where to invest, cut costs, or redirect resources.
No need to run after receipts
Get expenses swiftly, without the legwork, thanks to automatic reminders and card-freezing features. Employees can simply snap a picture of a receipt or forward an email, and we’ll automatically match it to the transaction.
Managing out-of-pocket spend? Repay it fast with integrated reimbursement requests.
Expenses is available on all plans at an extra cost.
Keep your records straight
Link your accounting software to automatically sync expenses. We’ll pull categories, labels, and tax rates, then push reports back to your software, including the receipts. That’s smooth-sailing reconciliation without the tedious month-end admin.
Your questions, answered
Need a little more help?
Is wealth management the same as asset management?
Wealth management and asset management are often used interchangeably, but they address different needs. Asset management focuses primarily on investment performance — growing and managing a portfolio of stocks, bonds, and other instruments. Wealth management takes a broader view, encompassing not only investments but also estate planning, tax optimisation, succession, philanthropy, and family governance.
At SwissUnionTrust, we integrate both. We manage your assets with rigorous investment discipline while ensuring every decision aligns with your broader life goals, family legacy, and long-term vision. Your relationship with us is holistic, not transactional.
Learn more about our Wealth Management approach.