Advantages | Others | |
---|---|---|
Asset consolidation automation
|
|
|
Asset valuation and investment tracking
|
|
|
Global wealth map and ownership structure
|
|
|
Interactive reports and dashboard
|
|
|
Customizable reports
|
|
|
Electronic documentation vault
|
|
|
Multicurrency consolidation
|
|
|
Assignable permissions between different users
|
|
|
Individualized reports by family member
|
|
|