創業者、Bespoke Wealth Advisory
«Bespoke Wealth Advisory360, mainly carries out Asset Allocation activities and consolidated reporting of diversified portfolios. This is why we considered CBond the best Information Provider, complete with all the most significant data for reporting and assessing the riskiness and bond yields. For this reason we have been using their services for 10 years! Another no less important reason is the timely support received from the Help Desk.
The platform offers many functions, but for our operations the Add-in function is of fundamentally importance because it allows us the flexibility in the selection and processing of data to better respond to the needs of our customers. Since our service is customized and not standardized, CBONDS has allowed us, unlike other platforms, to be able to implement our customized reports.»