SmartWealth

Our wealth-tech applications will allow you to simplify your operation and provide you with digital access to all the information about your wealth. Whenever, however, and from wherever you want, without losing the essence of our personalized advice.

Operational

We have our own App, an intuitive, easy and functional tool

It allows you to quickly access your documents, sign them digitally and send notifications to your entity. All this with high levels of security and protection of your information.

We advise you, you decide and our app allows you to confirm and notify your decisions in seconds. From anywhere and at any time from your smartphone, tablet or computer.

Operational

We have our own App, an intuitive, easy and functional tool

It allows you to quickly access your documents, sign them digitally and send notifications to your entity. All this with high levels of security and protection of your information.

We advise you, you decide and our app allows you to confirm and notify your decisions in seconds. From anywhere and at any time from your smartphone, tablet or computer.

Transparent
and simple

Although we are responsible for the recommendations and their follow-up, we know that you like to have the INFORMATION in a transparent and simple manner regarding its evolution. Therefore, we provide a client web portal where you can:

  • View all your financial investments (deposits, stocks, fixed income, ETFs, funds, pension plans, etc.) updated daily.

  • Analyze your historical performance (including dividends, interests or coupons) of both your current and past positions.

  • See in a consolidated or segregated view all your investments held with different institutions you operate with, both in Spain and abroad.

  • And even be able to see and analyze your assets in different currencies (with and without currency effect)

Contact us

WE WANT TO HELP YOU MANAGE YOUR WEALTH.

Contact Us

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