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Perchè scegliere la Consulenza Evoluta?

Di seguito il PRIMA, DURANTE e DOPO la sottoscrizione di una Consulenza Standard e una Consulenza Evoluta messe a confronto.

Servizi Prima di fare l’investimento

CONSULENZA STANDARD

CONSULENZA EVOLUTA

Valutazione esperienze e conoscenze cliente.
Valutazione obiettivi di investimento.
Valutazione situazione finanziaria.
Valutazione progetti specifici/mirati di investimento.
Diagnosi previdenziale.
Estensione diagnosi a patrimonio immobiliare.
Estensione diagnosi a patrimonio non finanziario.
Estensione diagnosi a patrimoni detenuti presso altri istituti.
Definizione progetti differenziati di investimento.
Gestione problematiche FISCALI, LEGALI, PERITALI con consulenti TOP ed integrata nella progettazione.

Gestione e pianificazione Successoria.

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consulenza Sei

Servizi Durante la sottoscrizione dell’investimento

CONSULENZA STANDARD

CONSULENZA EVOLUTA

Valutazione rischiosità prodotto/strumento proposto (vol./VAR).
Valutazione coerenza profilo MIFID.
Valutazione esperienza.
Valutazione diversificazione.
Valutazione complessiva portafoglio Fideuram
Condizioni economiche agevolate
Condizioni economiche da clientela TOP
Valutazione complessiva patrimonio cliente (anche non Fideuram).
Valutazione su singolo obiettivo di investimento.
Riduzione commissionale ingresso. (private banker)

Reportistica avanzata prima/dopo investimento.
Ipotesi prospettica rendimenti portafoglio.

Servizi Dopo la sottoscrizione dell’investimento

CONSULENZA STANDARD

CONSULENZA EVOLUTA

Valutazione portafoglio in occasione di variazioni.
Valutazione portafoglio e singoli componenti su richiesta del cliente.
Monitoraggio costante automatizzato su singoli strumenti.
Monitoraggio costante automatizzato su portafoglio complessivo.
Allert ed intervento su strumenti – RISCHIO.
Allert ed intervento su strumenti – VALORE.
Allert ed intervento su portafoglio – COMPOSIZIONE.
Monitoraggio costante ed automatizzato posizioni e prodotti detenuti presso altre banche senza trasferimento.
Monitoraggio progetti di investimento cliente.
Monitoraggio coerenza frontiera efficiente portafoglio.

Report avanzato trimestrale.
Report avanzato su richiesta del cliente.
Aggiornamento tattico sul portafoglio

Contattaci per una prima Consulenza gratuita e per conoscere il servizio personalizzato