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From Italy: 800 22 55 77

From abroad: +39 06 45560210

Monday to Friday from 8:30 to 22. Saturday from 9 to 17.


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ISO-WISE Global consultancy

OPEN ACCOUNT

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Certification: a guarantee of quality

ISO-WISE consultancy opens the doors to a financial, economic and equity planning process certified in line with the UNI-ISO standard (UNI TS 11348:2010).

Our financial advisors’ skills are certified by a challenging training course and a final exam with an external, independent accreditation body (UNI ISO 22222: 2008).

We listen to all your needs, whether simple or complex, with competence and professionalism. We plan your asset allocation in a global perspective, taking into account your lifestyle, your needs, your goals and their sustainability.

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A global, integrated approach to putting your needs first

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ISO CERTIFIED CONSULTANCY

Planning in line with your needs

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Understanding and projecting

An objective analysis of the present: the starting point to outline your vision of the future.

  • A relationship of profound understanding that translates into a structured and specific statistical diagnosis in response to the questions “who are you”, “what are you like” and “what do you have

  • Needs analysis, to analyse and respond to your specific financial needs

  • Global analysis of your financial and real estate assets, held with Widiba and with third parties

Planning and programming

  • Consultancy proposal and detailed recommendations based on the information collected and on your profile, your knowledge of the investment world and your risk propensity

  • Definition of a customised investment strategy and creation of a portfolio based on a scientific approach

GLOBAL PLANNING

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Analyse and verify

  • Monitoring and analysis of portfolio performance to determine the status quo

  • Detailed reports providing a clear picture of your situation

  • Maximum transparency throughout, and consistent sharing of results

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Everything you see in this photo is certified. In Widiba, so is the person portrayed.

Find out more

Move the cursor over the image to find out more about ISO-WISE consultancy

Certified consultancy to achieve your investment goals while protecting your assets.

ISO-WISE certified advisors throughout Italy.

Shed light on the path to fulfilling your goals with your certified advisor.

certified financial advisor

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Proven skills, combined with advanced technology and processes, guarantee a Global Advisory service in line with international ISO quality standards.

A certified consulting service to guarantee clear, transparent processes and results.

Certified consultancy: looking closely to see afar.

Switch to Widiba

The guarantee of a certified process

  • All the quality of the ISO standard

  • A global approach that includes analysis of real estate, business and assets held with third parties

  • Clear, comprehensive, user-friendly reports

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