Microsoft Solution
Portfolio & Wealth Management
The Wealth Management solution is a PwC product targeted for Family Offices. Wealth Management it’s a solution that aims to serve as an information system for your Family Office, allowing you to enter and manage information about assets, as well as consult the respective performance. Providing its users a comprehensive and integrated information system capable of managing their asset portfolio while monitoring its performance.
How it works
Portfolio Management
It’s a modular space with a set of interfaces for master data management, valuations and portfolio asset movements, and for asset owner characterization and respective bank information.
Performance Monitoring
Here, is possible visualize, over dashboards, the performance of the different asset classes.
Capital Gains Calculation
This space aims calculate financial data, respecting tax authority rules and guidelines, and visualization through dashboards, for capital gains or losses for all portfolio security assets.
Product features
Data Automation
Understand the information with views updated automatically, so you can know and take action.
Simulation
Be prepared for the future, find the best scenarios for your wealth and be aware of tax impact.
Data Visualization
Avoid high risk situations, know the wealth of your assets and be prepared for the risks or added value that may arise later.
“The Wealth Management solution helps you processes all the information in an autonomous way, presenting insights in specific dashboards for each asset class.”
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