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Elitrix Wealth Portal
Manage your wealth information with ease and personalization.
Wealth Consolidation Services
Unlock the power of personalized asset consolidation and management, enabling you to make intelligent decisions based on comprehensive information.
Creation of reports to generate, consolidate and analyze your wealth information
General Reports
Analyze returns and cash flow by asset type.
Custom export
Download your reports, configure filters and send information to your family members.
Tailored User Management
Individually manage users and the information they can access.
Consolidated reports
Simplified view of the assets and liabilities.
Comparative reports
Analyze the performance and distribution of different financial instruments.
Financial Consolidation
Perform bank aggregations, consolidate your investment portfolio.
Wealth Monitoring
Review the history of your wealth information and update its value periodically.
View your ownership structure and asset distribution
View the digital asset portfolio by classification or structure
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