Ilustración sección

Informe patrimonial

Els family office i les empreses d'assessorament financer independent (EAFI) necessiten una visió consolidada dels actius financers dels seus clients per poder oferir un servei de qualitat. Tanmateix, l' obtenció d' aquesta informació és un procés manual que consumeix molt de temps i recursos. A més, la informació obtinguda no sempre és precisa ni està al dia.

Wealth Reader ha arribat a acords amb diferents eines de reporting patrimonial que ara poden oferir una vista consolidada dels seus actius financers i generar millors reports, cosa que es tradueix en millors decisions.

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