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Patrimoniaal melden

Family offices en onafhankelijke financiële adviesbureaus (EAFI's) hebben een geconsolideerd beeld van de financiële activa van hun klanten nodig om een kwaliteitsvolle dienstverlening te kunnen bieden. Het verkrijgen van deze informatie is echter een handmatig proces dat veel tijd en middelen kost. Bovendien is de verkregen informatie niet altijd nauwkeurig of up-to-date.

Wealth Reader heeft overeenkomsten gesloten met verschillende tools voor vermogensrapportage die nu een geconsolideerd overzicht van uw financiële activa kunnen bieden en betere rapporten kunnen genereren, wat zich vertaalt in betere beslissingen.

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