Other Services - Wealth Management

Option through which you can view, print and save (in pdf format) the Portfolio Valuation Report of Holdings, of one or more portfolios connected to the subscription, for the selected period.

General information

  • The information is available for own and third party portfolios, provided that the third party has authorized you
  • The information is available starting 01/01/2006 and onward
  • The Wealth Management / Private Banking customers that wish to enjoy the service can register by contacting their Private Banker


  • Portfolio Number: Select accordingly
  • From/To: Select the period for which you wish to obtain the Portfolio Valuation Report of Holdings.  If the period is either before the portfolio opening date or after the portfolio closing date, the result is adjusted accordingly.


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