Ilustración sección

Portfoliozusammensetzung und -anlage

Laut der jüngste Quartalsbericht von INVERCO über die finanziellen Einsparungen spanischer Familienhaben spanische Familien mehr als 2.700.000 Millionen Euro an finanziellen Ersparnissen und wollen dieses Kapital durch Investitionen rentabel machen.

Diese Art von Kunden wird von Finanzinstituten als Premiumsegment angesehen, die darum konkurrieren, sie zu halten und ihre Position in ihrem Unternehmen zu erhöhen. Dies wird zum Teil durch eine unterschiedliche Behandlung erreicht.

Konsolidierte Portfolioanalyse-Tools, mehrere Unternehmen und mit aktuellen Informationen, sind die Weiterentwicklung von handgefütterten und veralteten Excel-Dateien. Die Wealth Reader API greift detailliert und fehlerfrei auf Informationen zu. Wir kümmern uns um die genaue Wiederherstellung der Zusammensetzung aller Anlageportfolios, einschließlich ihrer ISIN und Transaktionscodes ab dem Datum der Erstellung des Portfolios.

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