ALL WR

業種

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.

無料で始める デモを見る

いま痛いこと

  • Consolidating statements from ten institutions in Excel
  • Holdings and family loans outside any system
  • Taxes discovered at filing time

allwr で変わること

  • Consolidated, daily net worth
  • Family companies and individuals in the same view
  • Gains, dividends and withholdings per fiscal year

ALL WR

Banks, brokers, property, holdings and family companies in one glance.

無料で始める 営業に相談