communication

 

INDEPENDENT ECONOMIC AND FINANCIAL RESEARCH

ProFinance prepares for you a complete set of financial research that you can use and distribute under your own name and with your logo. This daily, weekly, monthly or quarterly research is both a tool for asset management and also a marketing and communication tool to distribute to your existing and prospective clients.

 

INVESTMENT PROCESS DOCUMENTATION

ProFinance documents each step of your investment decision process to meet your responsibilities both towards regulators and pensionholders. Early in the process, our financial research and our model portfolios enable you to make better investment decisions. Later on, the documents we prepare help you better monitor your portfolios.

 

REPORTING

If you wish, ProFinance can prepare for you all the reporting documents you need to meet the needs of your clients as well as your legal obligations. We prepare these time consuming documents in order for you to develop your business activities and increase customer satisfaction.