DPM app
Our custom app
makes it easy to digitally sign.
We have our own app, an intuitive, easy and functional tool.
It allows you to quickly access your documents, sign them digitally and send notifications to your entity. All this with high levels of security and protection of your information.
We advise you, you decide and our app allows you to confirm and notify your decisions in seconds.
From anywhere and at any time from your smartphone, tablet or computer.
Customer website
All your wealth information
,
always available
Although we are responsible for recommendations and their follow-up, we know that it is important that you have all the information in a transparent way. For this reason, we have a customer website where you can:
View all your financial investments, including deposits, stocks, fixed income, ETFs, mutual funds, pension plans, and other financial assets, updated daily.
Analyse its historical evolution, incorporating dividends, interest or coupons, both from its current positions and those it has held in the past.
View your investments in a consolidated or segregated manner, regardless of the entity in which they are deposited, managed or advised, both in Spain and abroad.
Wealth Management Software
DPM My Global Vision
We have a comprehensive tool that transforms your wealth management by providing you with a simple environment to assess, in real time, the health of your global structure and its future evolution.
We evolve traditional wealth management from the still photo to the dynamic model. Through your private area, we give you total visibility:
- Full consolidation: Clear and up-to-date view of your financial assets distributed across different entities, along with the inclusion of non-financial assets (real estate, shares in companies, etc.).
- Dynamic Balance Sheet: Deep understanding of your global structure to detect possible inefficiencies and/or opportunities.
- Data-Driven Decision-Making: We move from intuition to permanently updated financial projection.
Our customers.
We shorten the distance between advisor and investor.
