Overview and insight.
With the iAssetMonitor we are able to provide insight in your total assets.
With this - in house built web app - you always have an accurate and actual overview.
It is an excellent tools to monitor the risk which is taken with your assets.
It shows the variety, depth and overlap of your positions with various financial institutions.
You can measure performance on the individual or total level.
Because of the online availability, it is easy to share with others (e.g. accountants, fiscal advisors) from a distance.
The iAssetMonitor is unique.
Finally you are able to create a complete ‘helicopter view’ of all your assets.
From saving accounts, real estate, inheritance to holdings at multiple asset managers.
We monitor and advise you over total assets from a perspective of asset protection and risk management.