Ilustración sección

Raportare patrimonială

Birourile familiale și firmele independente de consultanță financiară (EAFI) au nevoie de o viziune consolidată asupra activelor financiare ale clienților lor pentru a oferi un serviciu de calitate. Cu toate acestea, obținerea acestor informații este un proces manual care consumă mult timp și resurse. În plus, informațiile obținute nu sunt întotdeauna exacte sau actualizate.

Wealth Reader a ajuns la acorduri cu diferite instrumente de raportare a averii care pot oferi acum o imagine consolidată a activelor dvs. financiare și pot genera rapoarte mai bune, ceea ce se traduce în decizii mai bune.

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