Monitoring and reporting services:
- Consolidated report on all bank accounts;
- Consolidated report on all family assets according to specified parameters;
- Consolidated profitability report and comparison with profitability target;
- Annual financial performance;
- Risk notification;
- Online reporting system;
- Determination of the actual value of wealth and current income;
- Cash flow planning;
- Private accounting;
- Cash flow management – paying bills, receiving proceeds, issuing payments, and budgeting.
