eXact Real Estate
The eXact Real Estate modular platform is able to provide information on the characteristics and consistency of the real estate assets of the subjects and to check their daily variations as a result of transactions within the Real Estate (trades, inheritances, donations, etc.).
The non-financial assets of the subjects, therefore the set of real activities, can be integrated into the client’s portfolio, in order to allow the banker to analyze and provide advice on the entire wealth of the client and his family unit. The objective is to provide information on the real estate of the individuals, physical and / or legal persons and to monitor the movement of this asset over time.
Advantages of eXact Real Estate
- Updated evaluation of the client’s real estate assets and detailed data sheets of individual properties with price, tax and cost trends (IMU, TASI, TARI) and changes in the market values of real estate over time.
- Direct connection to cadastral data and original Inland Revenue documents to optimize the management time of the banker and financial planner through detailed reports.
- Daily reporting (in push) at national level of changes in the real estate assets of the person required by type of deed (transcriptions, registrations, annotations).
If you are already a customer or you need general information, please contact us.