Category: User Experience

Pierre-Yves Formaz shares how Performance Watcher has transformed client relationships and portfolio management at Forminvest. A believer in transparency and innovation, Formaz highlights how this intuitive tool enhances decision-making by offering a clear overview of portfolio performance, including risk-adjusted returns, real-time comparisons, and strategy alignment. With over 20 years of experience managing HNWI and UHNWI clients, Formaz emphasizes the growing importance of performance and client-centric solutions in modern wealth management.

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