Ilustración sección

Состав портфеля и инвестиции

Согласно последний ежеквартальный отчет INVERCO о финансовых сбережениях испанских семей, испанские семьи имеют более 2 700 000 миллионов евро финансовых сбережений и хотят сделать этот капитал прибыльным за счет инвестиций.

Этот тип клиентов считается премиальным сегментом финансовыми учреждениями, которые конкурируют за их удержание и повышение их позиции в своей организации. Это достигается, в частности, за счет дифференцированного подхода.

Консолидированные инструменты анализа портфеля, многосущностные и с актуальной информацией, представляют собой эволюцию устаревших файлов Excel, загружаемых вручную. API Wealth Reader получает доступ к информации подробно и без ошибок. Мы заботимся о точном восстановлении состава всех инвестиционных портфелей, включая их ISIN и коды транзакций с момента создания портфеля.

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