Technological Applications

Our technological applications will allow you to simplify your operation and give you access to all your wealth information digitally. When, how and where you want, but without losing the essence of our custom advice. When, how and where you want, but without losing the essence of our custom 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 bank. All this with high levels of security and protection of your information.

We advise you, you decide and our app will allow 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 bank. All this with high levels of security and protection of your information.

We advise you, you decide and our app will allow 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 monitoring them, we know that you like to have the INFORMACIÓN in a transparent and simple way of its evolution, so we have a client website where you can:

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

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

  • See in a consolidated or segregated way all your investments that you have deposited in different entities with which you operate both in Spain and abroad.

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

Do we talk?

WE WANT TO HELP YOU IN THE MANAGEMENT OF YOUR HERITAGE.

Contact Us