قطاعات
Family offices and wealth
Banks, brokers, property, holdings and family companies in one glance.
Wealth Eye aggregates real positions from dozens of institutions, adds manual assets and companies, and produces the family report with each year's tax foresight.
الألم
- Consolidating statements from ten institutions in Excel
- Holdings and family loans outside any system
- Taxes discovered at filing time
ما تكسبه
- Consolidated, daily net worth
- Family companies and individuals in the same view
- Gains, dividends and withholdings per fiscal year
ALL WR