Ilustración sección

Samenstelling van de portefeuille en belegging

Volgens het laatste kwartaalrapport van INVERCO over financiële besparingen van Spaanse gezinnenSpaanse families hebben meer dan 2.700.000 miljoen euro aan financiële besparingen en willen dit kapitaal winstgevend maken door middel van investeringen.

Dit type klant wordt beschouwd als het premiumsegment door financiële instellingen, die concurreren om hen te behouden en hun positie in hun entiteit te vergroten. Dit wordt ten dele bereikt door een gedifferentieerde behandeling.

Geconsolideerde portfolio-analysetools, multi-entiteit en met up-to-date informatie, is de evolutie van met de hand gevoede en verouderde Excel-bestanden. De Wealth Reader API heeft toegang tot informatie in detail en zonder fouten. Wij zorgen voor een nauwkeurige recuperatie van de samenstelling van alle beleggingsportefeuilles, inclusief hun ISIN en transactionele codes vanaf de datum van creatie van de portefeuille.

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