Ilustración sección

Σύνθεση χαρτοφυλακίου και επενδύσεις

Σύμφωνα με την τελευταία τριμηνιαία έκθεση του INVERCO σχετικά με τις οικονομικές αποταμιεύσεις των ισπανικών οικογενειών, οι ισπανικές οικογένειες έχουν πάνω από 2.700.000 εκατομμύρια ευρώ σε οικονομικές αποταμιεύσεις και θέλουν να κάνουν αυτό το κεφάλαιο κερδοφόρο μέσω επενδύσεων.

Αυτός ο τύπος πελάτη θεωρείται το premium τμήμα από τα χρηματοπιστωτικά ιδρύματα, τα οποία ανταγωνίζονται για να τα διατηρήσουν και να αυξήσουν τη θέση τους στην οντότητα τους. Αυτό επιτυγχάνεται μέσω, εν μέρει, της διαφοροποιημένης μεταχείρισης.

Τα ενοποιημένα εργαλεία ανάλυσης χαρτοφυλακίου, πολλαπλών οντοτήτων και με ενημερωμένες πληροφορίες, είναι η εξέλιξη των χειροκίνητων και ξεπερασμένων αρχείων Excel. Το Wealth Reader API έχει πρόσβαση σε πληροφορίες λεπτομερώς και χωρίς σφάλματα. Φροντίζουμε για την ακριβή ανάκτηση της σύνθεσης όλων των επενδυτικών χαρτοφυλακίων, συμπεριλαμβανομένου του ISIN και των κωδικών συναλλαγών τους από την ημερομηνία δημιουργίας του χαρτοφυλακίου.

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