Grow your cash flow with predictive intelligence.

Optimize your surpluses thanks to copy-trading of the best AI strategies. Precision management for demanding leaders.

The cost of inaction is measured in lost opportunities.

Unallocated excess cash loses value each month it remains tied up in a checking account. Time spent monitoring markets manually delays decision-making and limits responsiveness to relevant signals.

Merle Patrimoire Continuously analyzes thousands of market signals and automatically replicates the best-performing AI strategies, without manual intervention on your part.

Decision flows are processed continuously, 24 hours a day, to detect windows of opportunity as soon as they appear.

Merle Patrimoire – data analysis table used to select AI strategies

How the AI ​​copy-trading engine works.

Three mechanisms work continuously to transform raw data into actionable investment decisions, without constant manual supervision on your part.

Predictive analytics

The models study the history of top-performing strategies to identify the most favorable market setups before they fully materialize.

Algorithmic risk management

Each replicated position is governed by automated risk rules which limit exposure in the event of a sudden market downturn.

Instant Execution

Orders are transmitted and executed without human delay, to faithfully reflect the copied strategy at the precise moment the signal is validated.

A rigorous selection, in three stages.

Automated replication is a structured process designed to weed out unstable policies before they reach your account.

  1. 01

    Scanner

    The platform continuously scans a wide range of strategies managed by algorithmic systems, tracking their behavior across different market cycles.

  2. 02

    Filter

    Only strategies demonstrating regularity of performance over several cycles are retained for replication, the others are excluded from the process.

  3. 03

    Deploy

    Validated policies are automatically deployed to your account, according to the risk parameters you have previously defined.

Two profiles, two concrete uses.

Cash flow optimization for SMEs

Why: an industrial SME often keeps several months of dormant cash expenses in a traditional bank account, without earning any return.

Result: these surpluses are gradually put to work via AI strategies selected for their moderate risk profile, without tying up the liquidity necessary for day-to-day operations.

Diversification for holding companies

Why: a holding company seeks to diversify its assets beyond its historical holdings, without increasing the number of intermediaries.

Result: copy-trading provides access to several decorrelated strategies, driven by AI, without requiring the recruitment of an internal management team.

Security of your assets and data transparency.

The operational framework of Merle Patrimoire is built to protect the entrusted capital, without resorting to unverifiable promises.

Asset Security

Connection data and financial information pass through standard banking sector encryption protocols.

Compliance

The operation of the platform is part of a compliance framework aligned with the requirements applicable to digital financial services in France.

Liquidity

You maintain visibility on your positions at all times and the possibility of withdrawing your funds according to the liquidity conditions specific to each strategy.

Get a head start on the market.

Talk to an advisor to assess the suitability of the platform for your cash flow, or consult the details of the functionalities before getting started.