Ilustración sección

Composizione del portafoglio e investimento

Secondo l'ultimo rapporto trimestrale di INVERCO sui risparmi finanziari delle famiglie spagnole, le famiglie spagnole hanno più di 2.700.000 milioni di euro di risparmi finanziari e vogliono rendere redditizio questo capitale attraverso gli investimenti.

Questo tipo di cliente è considerato il segmento premium dalle istituzioni finanziarie, che competono per mantenerli e aumentare la loro posizione nella loro entità. Ciò si ottiene attraverso, in parte, un trattamento differenziato.

Strumenti consolidati di analisi del portafoglio, multi-entità e con informazioni aggiornate, è l'evoluzione dei file Excel alimentati a mano e obsoleti. L'API Wealth Reader accede alle informazioni in modo dettagliato e senza errori. Ci occupiamo di recuperare accuratamente la composizione di tutti i portafogli di investimento, compresi i loro codici ISIN e transazionali dalla data di creazione del portafoglio.

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