Ilustración sección

Reporting patrimonial

Les family offices et les sociétés indépendantes de conseil financier (EAFI) ont besoin d’une vision consolidée des actifs financiers de leurs clients afin d’offrir un service de qualité. Cependant, l’obtention de ces informations est un processus manuel qui consomme beaucoup de temps et de ressources. De plus, les informations obtenues ne sont pas toujours exactes ou à jour.

Wealth Reader a conclu des accords avec différents outils de reporting patrimonial qui peuvent désormais offrir une vue consolidée de vos actifs financiers et générer de meilleurs rapports, ce qui se traduit par de meilleures décisions.

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