Ilustración sección

Porteføljesammensetning og investeringer

Ifølge den siste kvartalsrapporten fra INVERCO om økonomiske besparelser for spanske familier, spanske familier har mer enn 2.700.000 millioner euro i økonomiske besparelser og ønsker å gjøre denne kapitalen lønnsom gjennom investering.

Denne typen klient betraktes som premiumsegmentet av finansinstitusjoner, som konkurrerer om å beholde dem og øke sin posisjon i enheten. Dette oppnås blant annet gjennom forskjellsbehandling.

Konsoliderte porteføljeanalyseverktøy, multi-enhet og med oppdatert informasjon, er utviklingen av håndmatede og utdaterte Excel-filer. Wealth Reader API får tilgang til informasjon i detalj og uten feil. Vi sørger for nøyaktig gjenoppretting av sammensetningen av alle investeringsporteføljer, inkludert deres ISIN og transaksjonskoder fra datoen for opprettelsen av porteføljen.

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