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FINVIA

Glossary

Glossary

wealth controlling

Asset controlling refers to the process of monitoring, measuring and managing assets in order to achieve financial objectives. It involves recording, analyzing and reporting on financial information and key figures in order to effectively manage wealth . Asset controlling involves the evaluation of investments, portfolios, liquidity, risks and performance in order to make informed decisions and adjust asset allocation. It enables the monitoring of the financial situation, the identification of opportunities and risks and the implementation of suitable measures to achieve objectives.


At FINVIAcontrolling includes document management as well as reporting and accounting functionalities and can map even the most complex wealth in a consolidated form. Asset controlling thus serves as an instrument for transparency across all asset classes and valuables, returns, risk characteristics and costs incurred. Properly interpreted, asset reporting reveals the strengths and weaknesses of individual asset managers and provides starting points for corrective action. The preservation and/or growth of wealth can thus be monitored more transparently and reliably.

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