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Prestação de contas patrimoniais

Family offices e empresas independentes de consultoria financeira (EAFIs) precisam de uma visão consolidada dos ativos financeiros de seus clientes para oferecer um serviço de qualidade. No entanto, a obtenção dessas informações é um processo manual que consome muito tempo e recursos. Além disso, as informações obtidas nem sempre são precisas ou atualizadas.

O Wealth Reader chegou a acordos com diferentes ferramentas de wealth reporting que agora podem oferecer uma visão consolidada de seus ativos financeiros e gerar melhores relatórios, o que se traduz em melhores decisões.

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