Wealth Snapshot module — Listerhill compatible

A private-banking net-worth pane for Listerhill members

The Wealth Snapshot pane rolls every asset visible in your Listerhill mobile app — cash, savings, share certificates, investment accounts — into a single net-worth number, then breaks it out by liquid, invested and pledged. The module connects to your Listerhill mobile app via the official banking API and works alongside Listerhill without displacing any existing Listerhill screen. Curated by Atlan Family Office GmbH so Listerhill Credit Union members can see the household position the way a family-office client would. A daily change bar and a 30-day trend line sit under the headline number. The pane does not replace Listerhill; it reads what the Listerhill app already knows and paints the private-banking view on top.

What it does

• Single net-worth number
• Liquid / invested / pledged split
• Daily change bar
• 30-day trend line