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Viste della natura

Ex-Ante | ESG  

Sustainable portfolio management

In the video together with prof. Ruggero Bertelli and Michael Zanon explain how to build a well diversified portfolio in ESG funds based on the client's objectives: stability, protection and growth.

In-depth analysis  of the wallet

Log in easily and  immediate  to all data of the  your wallets . Monitor  the main statistical indicators ed  locate  the strengths and weaknesses that allow you to provide a cutting-edge service for the  your customers in all market conditions.

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Proposal

personalized  worth

Create,  rebalance and customize your wallets according to  to the needs of your customers with an innovative Behavioral Finance approach. Use a technology tailored to the Financial Advisor to make a difference in the market and provide the best service to your clients.

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New ideas  

investment

Seize the best investment opportunities on the financial markets. Identify which tools allow you to meet your investment objectives  shared with the customer,  protection, stability

and growth ,  for the asset classes present in the portfolio.

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Compare

Dedicated tool  comparison  graph and analytic . It allows you to analyze numerous financial data and compare more  financial instruments to better understand their value which often does not appear to the naked eye.

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