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Wealth management-en

Wealth management

Connecting Investors and Advisors for faster, smarter investment decisions.
 
 
ABOUT WEALTH MANAGEMENT​
A Wealth Manager can play a central role in managing your financial wealth. Acting as Advisors, they understand your goals and risk tolerance to develop personalized investment strategies designed to continuously maximize returns. 
 
 
BENEFITS FOR​

INVESTORS

  • Delegate the monitoring of your investment positions to your Advisor
  • Rely on the insights of one or more Advisors to make the best decisions.
  • Check all transactions made and accesses performed on your account.
BENEFITS FOR​

advisors

  • Easily and efficiently monitor allocation of your clients' investments.
  • Track the performance of all your clients' portfolios in one place.
  • Visualize all transactions made in real time.

You can count on Wealth Managers to simplify financial complexities, providing peace of mind and confidence in achieving your long-term financial goals.

The Wealth Manager Module is available for all eNor users, simply enable it on your profile section. If you don´t have an eNor Account yet, click to open you account now.
 
 
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