PortfolioNet
Offering tailored wealth care services, PortfolioNet utilizes advanced wealth tech solutions to monitor both financial and non-financial assets. Clients enjoy seamless access to their wealth through a Swiss-developed platform that fosters collaboration among their advisors. This ensures efficient management while maintaining transparency, harmony, and a personalized approach to wealth protection.
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Top PortfolioNet Features
- Customized wealth care services
- Conflict-free independent organization
- All-inclusive service range
- Digital platform in Switzerland
- One-click wealth overview
- Multi-disciplinary professional coordination
- Weekly expense monitoring
- Monthly property expense tracking
- Historical asset onboarding
- Comprehensive asset performance analysis
- Integration of financial and non-financial assets
- Personalized report generation
- Targeted analysis availability
- Safe digital environment
- Centralized information management
- Real-time asset tracking alerts
- Access to expert financial guidance
- Estate management integration
- Art collection valuation services
- Family office support services
