Ilustración sección

Rendicontazione patrimoniale

I family office e le società di consulenza finanziaria indipendenti (EAFI) hanno bisogno di una visione consolidata delle attività finanziarie dei loro clienti per offrire un servizio di qualità. Tuttavia, ottenere queste informazioni è un processo manuale che richiede molto tempo e risorse. Inoltre, le informazioni ottenute non sono sempre accurate o aggiornate.

Wealth Reader ha raggiunto accordi con diversi strumenti di reporting patrimoniale che ora possono offrire una visione consolidata delle tue attività finanziarie e generare report migliori, che si traducono in decisioni migliori.

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