Data collected will be used according to D. Lgs. 196/03. The holder of the treatment is Consultique S.p.A [privacy policy]

* Mandatory fields

The new 2019-2020 Consultique Platform for analysis and independent financial advice

Consultique has developed the first and only online information system exclusively dedicated to the Independent Financial Professional Offices, which combines all the indispensable information, software and tools for the independent financial consultant.  

We share our analysis and research in-platform in real time - an indispensable work tool for the independent financial consultant, fully customizable to suit clients’ needs.
  • Dedicated short list sections (stocks, bonds, mutual funds, ETF, pension funds)
  • An important asset allocation section, made up of single securities, ETF or mutual funds
  • Global macroeconomic focus and a dedicated section for single country analysis
  • Technical appraisal section with analysis and evaluation of case studies regarding financial instruments, insurance tools, structured products, derivatives, and current accounts analysis (usury and compounding)  
  • Estate planning software
  • Training and professional development section
  • International analysis and research section
  • Video and documents for in-depth study
  • A solid database of more than 60,000 financial instruments (mutual funds, ETF, hedge funds, stocks, bonds, closed and open pension funds, real estate funds)
  • Techniques of quantitative analysis using software
  • Client Portfolio Management software
  • Single security VAR analysis of financial instruments and of the overall portfolio
  • Performance and return calculation (MWRR, TWRR)
  • Portfolio gross and net position monitoring (cash management, coupon and dividends flows)
  • Customized reporting with integration of the positions held on several intermediaries.
This is an information system that has been realised with the collaboration of the leading technological partners in their field, and we
release always new versions to best respond to the users’ needs and feedbacks.

Pursuant to article 13 of Regulation (EU) 2016/679, we inform you that your personal data (including: name and surname, city, email, telephone number), freely given by you, will be processed by Consultique SCF S.p.A., as Data Controller, with computerized and manual methods, for purposes related to the management of your information request. The provision of personal data is free, however if you deny to provide your personal data it will not allow our Company to fulfil your request. We also inform you that the personal data that you have freely provided could be communicated to third parties appointed as Data Processor, that supply specific services strictly connected to the achievement of the purposes indicated above. We also inform you that, with your previous consent, your personal data could be used for sending commercial advices and for periodically informing you about the activities and initiatives of Consultique SCF S.p.A. Your personal data will be stored for the period of time strictly necessary for the purposes for which personal data are processed. Your personal data will not be disseminated. Finally, pursuant to articles 15 and following of Regulation (EU) 2016/679, we remind you that for more information, for specific requests or to exercise your rights (access, rectification, erasure, restriction, notification, data portability, objection) you can contact the Data Controller, sending a recorded delivery letter to Consultique SCF S.p.A., Stradone San Fermo n. 22, 37121 – Verona or an e-mail to privacy@consultique.com. If you think that the processing of your personal data by the Data Controller has infringed the provision of the Regulation (UE) 2016/679, you can lodge a complaint with a Supervisory Authority.

Share linkedin share facebook share twitter share pinterest share
Sigla.com - Internet Partner