Signs You Are Losing Control of Your Family Assets

Asset Vantage21 Mar, 2023Business

"Would any of these signs make you sit up and relook at your financial assets? Dividends not received for a stock you hold Sold stock and booked profits, not realizing that a particular lot was still in short term A fixed-return investment generating zero annualized returns". Automation using a financial software platform gives you convenient access to a consolidated portfolio while maintaining data security and providing intuitive analytics. A multi-user system allows your chartered accountant and/or investment advisor to have limited access to complete their tasks from their own offices and stay fully aligned. Simultaneously the software tool automatically updates market information on valuations and corporate actions daily. This gives you a consolidated, real-time view of multi-entity, multi-asset class data.