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Berichterstattung über das Vermögen

Family Offices und unabhängige Finanzberatungsfirmen (EAFI) benötigen eine konsolidierte Sicht auf das finanzielle Vermögen ihrer Kunden, um einen qualitativ hochwertigen Service anbieten zu können. Die Beschaffung dieser Informationen ist jedoch ein manueller Prozess, der viel Zeit und Ressourcen in Anspruch nimmt. Darüber hinaus sind die erhaltenen Informationen nicht immer korrekt oder aktuell.

Wealth Reader hat Vereinbarungen mit verschiedenen Vermögensberichtstools getroffen, die nun einen konsolidierten Überblick über Ihre finanziellen Vermögenswerte bieten und bessere Berichte erstellen können, was zu besseren Entscheidungen führt.

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