Ilustración sección

Composição da carteira e investimento

De acordo com o último relatório trimestral da INVERCO sobre poupanças financeiras das famílias espanholas, as famílias espanholas têm mais de 2.700.000 milhões de euros em poupanças financeiras e querem tornar este capital rentável através do investimento.

Esse tipo de cliente é considerado o segmento premium pelas instituições financeiras, que competem para retê-los e aumentar sua posição em sua entidade. Isto é conseguido através, em parte, do tratamento diferenciado.

Ferramentas consolidadas de análise de portfólio, multientidades e com informações atualizadas, é a evolução de arquivos Excel alimentados à mão e desatualizados. A API do Wealth Reader acessa as informações em detalhes e sem erros. Cuidamos de recuperar com precisão a composição de todas as carteiras de investimentos, incluindo seus ISIN e códigos transacionais a partir da data de criação da carteira.

Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' }

¿Listo para empezar?

Estaremos encantados de reunirnos contigo para hablar de tu proyecto

+34 91 904 97 84

[email protected]

C/ Hermosilla 48, 1º Dcha. 28001 Madrid

Soluciones

Productos

Desarrolladores

Sobre Wealth Reader