Traditional issue:
Years of investment experience are often forgotten and never systematically recorded or passed on. When you are no longer able to manage your account personally, your family may be left without guidance. They do not understand your decision making logic and are forced to start from scratch, repeating the same mistakes.
MAT advantage:
The MAT system automatically records the logic and strategy behind every investment, creating a comprehensive profile of your financial behavior. This can be securely shared with your family, helping them understand your investment approach and enabling the legacy of both wealth and knowledge.