Ilustración sección

Portfolio composition and investment

According toINVERCO's latest quarterly report on the financial savings of Spanish householdsSpanish families have more than 2,700,000 million euros in financial savings and want to make this capital profitable through investment.

This type of customer is considered the premium segment by financial institutions, which compete to retain them and to increase their position in their institution. This is achieved, in part, through differential treatment.

Consolidated, multi-entity, up-to-the-minute portfolio analysis tools are the evolution of hand-fed, outdated Excel files. The Wealth Reader API provides detailed and error-free access to the information. We accurately retrieve the composition of all investment portfolios, including their ISIN and transactional codes from the date of portfolio creation.

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