CrowdFundMe Launches Personalized Service for Financial Advisors and Asset Managers

CrowdFundMe has launched ‘CFM for Private Banking,’ a personalized service that can be activated through just a few clicks in a dedicated online section, providing access to PIR-compliant solutions and tax benefits.

Thanks to this initiative, finance professionals can agree with CrowdFundMe management on a personalized collaboration aimed at identifying the best investment opportunities for their clients.

Read more details about the service for financial advisors and assets managers launched by CrowdFundMe and be the first to find the most important business news of the day with our companion app Born2Invest.

One of the main advantages is to be able to diversify the portfolio with so-called tax-efficient alternative assets while investing in the real economy

Specifically, the portal offers both equity and coupon-yielding solutions, ranging from investments in innovative startups and SMEs, which allow them to benefit from the 30 percent tax deduction, to underwriting minibonds, and real estate lending (through its subsidiary Trusters).

“The synergy between alternative and traditional finance opens up new frontiers for investment professionals and their clients,” says Tommaso Baldissera Pacchetti, CEO of CrowdFundMe. “The opportunities offered by our portal allow for portfolio diversification and access to a highly efficient tax relief regime, with different solutions in terms of risk-return ratio.

Tax benefits when using CrowdFundMe

The Italian tax framework is particularly favorable to alternative finance. In addition to the tax deductions, investing through CrowdFundMe in innovative companies provides an exemption from capital gains taxes in case of Exit, provided the capital gain is reinvested and in compliance with the requirements.

Application of the PIR tax regime allows the holder to enjoy exemption from taxation for financial income from investments included in the plan, provided the investments are held for at least five years.

Full details of ‘CFM for Private Banking’ will be presented during an event reserved for savings and investment advisors at Ceresio 7 (Milan, Via Ceresio 7) at 7 p.m. on June 13.

The “NAV” of the portfolio of companies that have raised with CrowdFundMe

The portal has proven over the years that it can generate value for investors, as issuing companies grow with better performance than the market average.

This is confirmed by independent analysis by the Crowdinvesting Observatory of the Politecnico di Milano, whose Equity Crowdfunding Index, which tracks the revaluation of companies that have made rounds through Equity Crowdfunding, indicates 251 points for CrowdFundMe against an average of 175 points (data updated to April 2023).

It also surpasses Competitor 1 (133 points) and Competitor 2 (230 points).

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(Featured image by Shutterbug75 via Pixabay)

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