Financial Reporting

Comprehensive Wealth Overview: Personalized Reports and Account Aggregation

Effective decision-making starts with a clear, precise, and consolidated view of your wealth. That’s why Pinvest offers an account aggregation service that allows you to integrate and centralize assets held across different financial institutions, both nationally and internationally.

Thanks to this consolidation, Pinvest clients gain access to a high-performance analytical platform that transforms scattered data into strategic insights. The Pinvest team develops customized financial reports that provide a 360° view of your wealth, enabling full control and in-depth analysis across multiple dimensions.

The reports include, among many others:

  • Account consolidation by custodian and ownership
  • Portfolio risk and performance analysis
  • Performance calculation and attribution
  • Cash flow projections and analysis
  • Geographic and sector breakdown by account and custodian
  • Detailed analysis by asset class
  • Evaluation of specific securities and cost structure

These reports not only allow for an understanding of the client’s current financial situation but also help identify optimization opportunities and facilitate multigenerational wealth planning.