Ilustración sección

ポートフォリオの構成と投資

聞いたところではスペインの家族の経済的節約に関するINVERCOの最新の四半期報告書、スペインの家族は2,700,000百万ユーロ以上の経済的貯蓄を持っており、投資を通じてこの資本を収益性の高いものにしたいと考えています。

このタイプのクライアントは、金融機関によってプレミアムセグメントと見なされており、金融機関はそれらを維持し、エンティティでの地位を高めるために競争しています。これは、部分的には差別的な治療によって達成されます。

統合されたポートフォリオ分析ツールは、複数のエンティティと最新の情報を備えており、手作業で入力された古いExcelファイルを進化させたものです。ウェルスリーダーAPIは、エラーなしで詳細かつ情報にアクセスします。ポートフォリオの作成日から、ISINおよびトランザクションコードを含むすべての投資ポートフォリオの構成を正確に回復するように注意します。

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