Reporting System

Our system provides innovative
real-time reporting at your fingertips.

At Thracian Invest, we strive to provide our clients with an intelligent platform to help them achieve their financial goals.

We are committed to providing you with the best possible service and assistance in managing your savings. Our reporting system is just one of the many ways we work to make your investment experience as easy, accessible, and transparent as possible.

System Features

New Client Onboarding

Creating a Comprehensive Financial Profile

Determining Risk Profile

Goal-based Investing

Structuring an Investment Portfolio

One-time and Regular Payments

Portfolio Monitoring and Review

If you would like to learn more about our reporting system or other asset management services we offer, please do not hesitate to contact us!

We will be happy to help you achieve your financial goals!

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