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Wealth management & family office management

Our needs are to incorporate automatically information received from bank, update the market price of shares automatically, dividends being posting automatically. Needs performance reporting and at the end update the investment ledger and general ledger.

  • Editorial Team
  • May 12, 2021
  • 1 minute

Our needs are to incorporate automatically information received from bank, update the market price of shares automatically, dividends being posting automatically.
Needs performance reporting and at the end update the investment ledger and general ledger.