Ilustración sección

Rapportering av arv

Familiekontorer og uavhengige finansielle rådgivningsfirmaer (EAFI) trenger en konsolidert oversikt over kundenes finansielle eiendeler for å kunne tilby en kvalitetstjeneste. Innhenting av denne informasjonen er imidlertid en manuell prosess som bruker mye tid og ressurser. I tillegg er informasjonen som er oppnådd, ikke alltid nøyaktig eller oppdatert.

Wealth Reader har inngått avtaler med ulike formuesrapporteringsverktøy som nå kan tilby en konsolidert oversikt over dine finansielle eiendeler og generere bedre rapporter, noe som gir bedre beslutninger.

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