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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. 

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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.

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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.”

Afonso CoelhoPrincipal, PwC Portugal
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Connect with the team

Gabriela Teixeira

Partner, Porto, PwC Portugal

+351 213 599 314

Email

Rosa Areias

Tax Lead Partner | Entrepreneurial & Private Business Leader | Member of the Executive Committee, PwC Portugal

Tel: +351 225 433 101

Email

Our consistent, on-demand product support team is there for you.

PwC Support

All PwC products have a consistent support model and dedicated client service teams. Our commitment to our clients is at the same high level as any service or project we work on.

Answers at your fingertips, when you need them. And, we are constantly developing new products in real time as our clients’ needs and the world around them evolves.