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Croesus x Indigita x Wealth Mosaic

Wed, 26 Mar

|

Zoom

Discover how personalised portfolios are now a reality with Croesus Central, integrating Indigita’s tax data. Join us for this WealthTech Talks Webinar to find out and discover more about the advances in personalised portfolios to drive greater tax efficiency and higher portfolio returns.

Croesus x Indigita x Wealth Mosaic
Croesus x Indigita x Wealth Mosaic

Time & Location

26 Mar 2025, 12:00 – 13:00

Zoom

About the event

Discover how personalised portfolios are now a reality with Croesus Central, integrating Indigita’s tax data. Join us for this WealthTech Talks Webinar to find out and discover more about the advances in personalised portfolios to drive greater tax efficiency and higher portfolio returns.


Hosted by The Wealth Mosaic, the digital marketplace for wealth management, Croesus, a leading wealth management solution provider, and Indigita, a leading Swiss RegTech company, enabling financial institutions to safely and efficiently conduct business worldwide, this webinar will explore how you can optimise your portfolio management across borders to drive greater tax efficiency and higher portfolio returns.


This 45-minute webinar at midday CET on Wednesday March 26th will place special emphasis on how you can:


● Boost international client returns: Maximise investment performance while factoring in tax jurisdictions across over 80 countries.

● Enhance client satisfaction: Deliver truly personalised investment strategies that reflect individual needs and preferences.

● Increase efficiency:…


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