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家計の報告

ファミリーオフィスや独立系ファイナンシャルアドバイザリーファーム(EAFI)は、質の高いサービスを提供するために、クライアントの金融資産の統合ビューを必要としています。ただし、この情報の取得は手動のプロセスであり、多くの時間とリソースを消費します。さらに、得られた情報は常に正確または最新であるとは限りません。

Wealth Readerは、さまざまなウェルスレポートツールと合意に達しており、金融資産の統合ビューを提供し、より良いレポートを生成できるようになり、より良い意思決定につながります。

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