KB

Klaus Breitenstein

CEO & Partner

Assure Wealth a/s


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Assure Wealth a/s
Industry
individual & family services
Employees
34.0
Seniority
C suite

Technologies

Outlook Microsoft Office 365 Zendesk Mobile Friendly YouTube Nginx Google Tag Manager WordPress.org Apache React Native Android Remote

Keywords

wealth management family office wealth reporting wealth monitoring risk assessment investment reports securities administration portfolio management data retrieval private equity reporting administration services alternative investments investment advisory financial reporting risk management administrative assistance client confidentiality performance overview financial planning client relationship management wealth overview asset management comprehensive reporting operational efficiency outsourced middle office wealth monitoring software digital portfolio management custom reporting solutions financial transparency cost-effective investment strategies investment tracking data integration client partnership real-time reporting investor relations multi-family office investment analysis stakeholder communication financial performance measurement esg reporting portfolio oversight liquidity management asset allocation reports client-focused services tax compliance regulatory reporting sustainability investments financial risk assessment investment management financial services enterprise software enterprises computer software information technology & services b2b

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