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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.
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.
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.
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.
