Ilustración sección

Composition du portefeuille et investissement

D’après le dernier rapport trimestriel d’INVERCO sur l’épargne financière des familles espagnoles, les familles espagnoles ont plus de 2 700 000 millions d’euros d’économies financières et veulent rentabiliser ce capital par l’investissement.

Ce type de client est considéré comme le segment premium par les institutions financières, qui se font concurrence pour les conserver et accroître leur position dans leur entité. Cet objectif est atteint, en partie, grâce à un traitement différencié.

Les outils d’analyse de portefeuille consolidés, multi-entités et avec des informations à jour, sont l’évolution des fichiers Excel alimentés à la main et obsolètes. L’API Wealth Reader accède aux informations en détail et sans erreur. Nous nous occupons de récupérer avec précision la composition de tous les portefeuilles d’investissement, y compris leurs codes ISIN et transactionnels à partir de la date de création du portefeuille.

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