Bankinter launches a new service for high-net-worth individuals that offers a single snapshot of all their assets at the Bank and at other entities
Wealth Management customers will be able to view their entire portfolio and assets: financial, real-estate and alternative investments, including those held at other banks.
They can also include other types of assets, such as stocks, gold, jewellery, garages, plots and other assets, including their estimated value to have a full picture of all their assets.
The new service reinforces Bankinter's digitalisation of its Wealth Management division, an area that manages more than 84 billion euros in assets.
Bankinter reaffirms its commitment to the digitalisation of Wealth Management with the launch of an innovative service that provides customers with a complete and personalised picture of all their assets, both those held at the Bank and those held at other banks. This feature is specifically aimed at Wealth Management customers, an area that manages over 84 billion euros in assets.
Thanks to the new service, Bankinter customers will have a clear and attractive view of their entire portfolio: financial, real-estate, alternative investments, as well as assets held at other institutions or outside them as a whole. The section providing information about their "Net Worth" can also show information about other assets, such as stocks, gold, jewellery, garages, plots and other assets, including their estimated value to have a full picture of all their assets.
The service, which is available to all Bankinter customers and is especially useful for Wealth Management customers, offers users the option of creating personalised views and choosing one of them to set as the main view. For example, customers can choose the ownership of the accounts they want to view, select the type of assets they want to see (financial, alternative investments, real-estate, other assets or financing), and which types of products they want to include in each category. All of these categories will contain breakdowns. For example, they can access a snapshot of their financial assets or their assets in alternative investments in the different tabs.
They will also be able to see their assets at a glance, by type, for example: equities, alternative investments and liquidity. Alternatively, they can access their assets by risk type, breaking down their investment into equities, fixed income and cash, mainly.
This includes shares
In addition, customers who own companies or shares of at least 25% in companies will be able to include them in this space to gain a complete picture of their wealth.
Available under “Savings and Investments” in the personal area, the service is part of Bankinter's conceptualisation approach for its Wealth Management customers, aimed at helping them manage their global wealth rather than just their financial assets (investment funds, shares, pension plans, etc.). Customers will therefore be able to gain a complete picture of their entire wealth and make data-driven decisions based on a full understanding of their portfolio and assets.
Wealth Management is constantly incorporating innovation into its day-to-day operations to further enhance the quality of its customer service, a hallmark of this high-net-worth division.