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 2016-2017 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.

According to D. Lgs. 196/03, the personal data collected will be used only to inform about the activities and initiatives of Consultique SCF S.p.A. and will not be communicated or disclosed to third parties. The providing of personal data is voluntary, but without personal data Consultique SCF S.p.A. will could not provide the services requested. Data subject may exercise its rights under Art. 7, D. Lgs. 196/03. Data Controller is Consultique SCF S.p.A. - Palazzo Candiani-Fagiuoli - Stradone San Fermo 22 - 37121 Verona (Italy).

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