¿Qué exchanges y entidades pueden conectarse al panel?

Llave Patrimivo está diseñado para integrar múltiples plataformas de inversión y exchanges de uso habitual entre inversores particulares. La compatibilidad concreta se revisa durante la consulta inicial, según las cuentas que Usted utilice.

¿El análisis sustituye el criterio de un asesor financiero?

No. El sistema ofrece información y observaciones basadas en datos, pensadas para apoyar la toma de decisiones. No emite recomendaciones de inversión personalizadas ni sustituye el asesoramiento profesional cuando este es necesario.

¿Con qué frecuencia se actualiza la información del panel?

Los datos se sincronizan de forma periódica con cada exchange conectado. La frecuencia exacta depende de la disponibilidad de cada plataforma y se indica en el propio panel.

¿Qué ocurre si solo tengo cuentas en una única plataforma?

El servicio sigue siendo útil, ya que el análisis predictivo y la lectura de riesgos se aplican igualmente a una sola cartera. La ventaja de la visión unificada se amplía a medida que se añaden más cuentas.

¿Puedo dejar de usar el servicio y recuperar mis datos?

Sí. Usted puede solicitar la desconexión de sus cuentas y la eliminación de los datos almacenados en cualquier momento, conforme a los plazos indicados en nuestra política de privacidad.

Llave Patrimivo: financial analysis panel with a unified view of accounts and investments

A unified view of your wealth, backed by predictive analytics

Llave Patrimivo brings together your accounts, investments and trading across multiple markets within a single dashboard. Artificial intelligence-based analysis translates that data into clear information, designed for families planning for long-term financial security.

Request a consultation Know the methodology

What you will see in your dashboard: a daily consolidation of balances, positions and trends by exchange, along with model-generated observations on risks and opportunities relevant to your assets.

Unified vision

All your accounts and investments, in a single analysis panel

Many families and individual investors distribute their assets among several exchanges and entities, making it difficult to have a complete picture of their real situation. Llave Patrimivo centralizes this information and presents it in an orderly manner, without you having to review each platform separately.

Connection with multiple exchanges

Your accounts are grouped into a single view, regardless of the number of platforms you use.
Continuously updated data

Information is synchronized periodically, so the dashboard reflects recent movements without manual intervention.
Simplified reading of the set

The assets are presented by categories and risk levels, avoiding scattered figures that are difficult to interpret.

Llave Patrimivo: Analytics team reviewing investment data in a unified dashboard

Predictive analysis

How we turn scattered data into more informed decisions

The process is supported by three consecutive phases. Each one has a specific purpose within the analysis of your heritage, without shortcuts or opaque automatisms.

STEP 1

Data ingestion and cleaning

Movements, balances and positions are collected from each connected exchange and normalized in the same format, so that they can be compared with each other without distortions.

STEP 2

Modeling using artificial intelligence

The models identify patterns of risk, volatility and concentration in your portfolio, contrasting them with historical behaviors observed in similar data.

STEP 3

Actionable information

The results are translated into concrete observations on exposure, diversification and possible adjustments, written to be understood without prior financial training.

Security and trust

Protecting your financial data is part of the design, not an add-on

We understand that sharing account and wealth information requires clear safeguards. Therefore, data processing follows principles defined from the beginning of each connection.

Security protocols

Connections to exchanges are made through limited and encrypted access, without Llave Patrimivo storing full access credentials to your accounts.

Regulatory compliance

The processing of personal and financial data complies with applicable Spanish and European regulations on data protection.

Privacy Commitment

Your data is used exclusively to generate the analysis that you request and is not shared with third parties outside the service without your consent.

Methodology

Frequently asked questions about the operation of the service

Before incorporating a system into your wealth management, it is reasonable to want to understand how it works. These are the questions that arise the most.

What exchanges and entities can connect to the panel?

Llave Patrimivo is designed to integrate multiple investment platforms and exchanges commonly used by individual investors. Specific compatibility is reviewed during the initial consultation, depending on the accounts you use.

Does the analysis replace the judgment of a financial advisor?

No. The system offers data-based information and observations, designed to support decision making. It does not issue personalized investment recommendations nor does it substitute professional advice when necessary.

How often is the dashboard information updated?

Data is synced periodically with each connected exchange. The exact frequency depends on the availability of each platform and is indicated on the panel itself.

What happens if I only have accounts on a single platform?

The service is still useful, as predictive analysis and risk reading apply equally to a single portfolio. The benefit of the unified view expands as more accounts are added.

Can I stop using the service and recover my data?

Yes. You can request the disconnection of your accounts and the deletion of stored data at any time, in accordance with the deadlines indicated in our privacy policy.