Beyond
Quarterly Reports
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Asset controlling Management tool for complex wealth
Most people today are familiar with the term controlling. However, only a few investors think of their own wealth. For some, what has become a success factor in modern companies in recent decades may seem superfluous in wealth management - an end in itself that generates costs but no added value.
Yet professional asset controlling has long since become an indispensable component of modern wealth management . The complexity of wealth has increased considerably in recent decades. In a growing investment universe, it has become more difficult than ever for investors to maintain a comprehensive overview of their total assets in the face of increasingly diversified portfolios.
As in successful companies, controlling in wealth management is a key instrument for monitoring, analyzing and managing assets. As a transparent basis for decision-making, it forms the basis for efficient investment management and sustainable, future-oriented asset growth.
Added value instead of an end in itself
Modern asset controlling
In the past, quarterly or, at best, monthly reports often offered asset owners little more than a review. Decisions were often made on the basis of outdated values.
Modern asset controlling, as we understand it at FINVIA, must be able to do more. Our holistic, digital controlling is an essential element in the investment cycle that forms the basis for our services and the optimal management of your wealth .
Modern asset controlling, as we understand it, is never just an end in itself, but creates added value:
1. overview and topicality
Transparency and control are essential for long-term wealth success. Our digital asset controlling provides you with all the important information about your assets, whether liquid or illiquid investments, online and via the FINVIA Cockpit app, almost in real time. This means you always have a complete overview of your entire portfolio and can make decisions based on clear, up-to-date data.
2. monitoring and analysis
Every well-founded decision needs a basis. As an analysis tool, our asset controlling is an elementary component in ensuring that you achieve your long-term investment goals. Based on the data obtained, we analyze your wealth in terms of risks, performance and costs. By continuously comparing your assets with your strategic allocation of asset classes, we ensure that your portfolio always remains on the right course.
3. collaboration and communication
Collaboration is one of the cornerstones of modern wealth management. Our digital asset controlling is the central collaboration tool for all internal and external contacts relating to your wealth. As a "single source of truth" and common working basis, it enables a smooth exchange between you and stakeholders such as lawyers and tax advisors. In this way, it ensures the greatest possible efficiency in the management of your wealth.
4. RELIEF AND TIME SAVING
Growing regulatory requirements demand ever more expertise and resources at wealth management. At the same time, the shift in the investment universe from banks to specialized providers is increasingly shifting the associated administrative burden onto asset owners. FINVIA Asset Controlling supports you in this Herculean task and secures all accounting and tax aspects - so that you have time for the important things.
Added value instead of an end in itself
Controlling For your needs
Every wealth is different - this must also be reflected in controlling and reporting.
Our asset controlling can be adapted and scaled to your individual needs. Based on a robust foundation of fast, adaptive technologies, it can be connected to specialized applications via DATEV and other interfaces as required and expanded almost at will. So you can be sure that your asset controlling is tailored to your needs.
Contemporary, paperless, highly secure and completely uncomplicated
With FINVIA you benefit from the holistic, efficient and independent support of your wealth as well as their complete transparency thanks to the latest technology.
With our specially developed digital ecosystem, you receive all data about your assets not only on a daily basis, but also from any location: whether as an app in your pocket or conveniently on your PC - we provide you with everything you need to know, perfectly prepared and embedded in an intuitive interface.
Even subscribing to exclusive funds from curated managers in our network is no longer a problem via our FINVIA Investment Platform.
FINVIA services
