Digital reporting and advanced analytics
What is our digital reporting and analytics service?
Our digital reporting and advanced analytics service gives you full control of your assets, easily and in real time. We create customised dashboards that integrate all your assets: real estate, financial investments, business holdings or cash, with automatic updates that reflect the exact reality at all times. So you can track income, expenses, tax indicators and ESG metrics without relying on multiple, disparate reports.
We also design dashboards with specific KPIs tailored to your priorities, whether it's maximising liquidity, reducing risk or monitoring the sustainability of your portfolio. All under the highest standards of confidentiality and cybersecurity.
We integrate banks, external managers and accounting data into a single digital environment, accessible from any device, with early warnings that facilitate decision-making. You gain time, clarity and the ability to anticipate complex scenarios. With Rosa Ramón - Patrimonio your assets are no longer a set of scattered figures but a coordinated, visible structure, ready to grow.
Who is it aimed at?
Our digital reporting and advanced analytics service is designed for those who manage complex assets and need clear, reliable and accessible information in real time. Aimed at family offices, international investors, funds and entrepreneurs with assets in different sectors or countries, it allows them to make decisions with accurate data and total confidentiality.
Family offices and high net worth families
Family offices and high net worth families that need a global view, reliable data and rigorous control of all their key assets and metrics.
International investors and funds
International investors and funds looking to consolidate multi-country data, monitor KPIs and make decisions with full transparency and speed.
International investors and funds looking to consolidate multi-country data, monitor KPIs and make decisions with full transparency and speed.
Employers with multi-sector assets
Employers with assets in several sectors who want to centralise information, reduce risks and optimise the overall management of their wealth.
Steps to contract our service
.We review your assets and systems to identify gaps and define key reporting metrics.
We create customised dashboards with equity, tax and ESG KPIs according to your priorities.
We link banks, managers and suppliers, centralising all information in real time.
We update data, fine-tune alerts and adapt analysis to changes in the market or your strategy.
How can we help you?
Phone number
Location
Calle Llums, 1, 07013 Palma de Mallorca
Contact form
Success stories
We unify accounts, real estate and holdings from multiple countries into a single dashboard. Now they monitor rents, risks and ESG KPIs with complete clarity.
Island family office
Mallorca
Centralised hotel revenue, energy costs and occupancy metrics. Improved operational decisions and detected leaks.
Regional Hotel Manager
Mallorca
We digitise farm and lease data. They now visualise margins and forecast flows, facilitating annual planning.
Family farm assets
.Mallorca
We integrated dispersed assets, rents and expenses by region. We triggered alerts that prevented losses due to defaults and hidden expenses.
National real estate fund
Península
With factories and bank accounts in three countries, his dashboard now shows balances, debt and daily liquidity for immediate decisions.