Ilustración sección

Structura portofoliului și investițiile

Conform ultimul raport trimestrial al INVERCO privind economiile financiare ale familiilor spaniole, familiile spaniole au economii financiare de peste 2.700.000 de milioane de euro și doresc să facă acest capital profitabil prin investiții.

Acest tip de client este considerat segmentul premium de către instituțiile financiare, care concurează pentru a-l păstra și pentru a-și crește poziția în entitatea lor. Acest lucru se realizează, în parte, printr-un tratament diferențiat.

Instrumentele consolidate de analiză a portofoliului, multi-entitate și cu informații actualizate, reprezintă evoluția fișierelor Excel alimentate manual și învechite. API-ul Wealth Reader accesează informații în detaliu și fără erori. Ne ocupăm de recuperarea corectă a compoziției tuturor portofoliilor de investiții, inclusiv codurile ISIN și tranzacționale de la data creării portofoliului.

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