SERVICES
Tailor and manage your wealth information with ease and personalization.
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Perform bank aggregations, consolidate your investment portfolio
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Individually manage users and the information they can access
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Review the history of your wealth information and update its value periodically
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Make your ownership structure and its historical information
View the digital asset portfolio by classification or structure
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Creation of reports to generate, consolidate and analyze your wealth information
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General Reports
Analyze returns and cash flow by asset type
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Consolidated reports
Simplified view of the assets and liabilities
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Comparative reports
Analyze the performance and distribution of different financial instruments
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Custom export
Download your reports, configure filters and send information to your family members.
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Start managing your wealth