Bienvenido al portal Bigmetrix
Una plataforma de servicios de consultoría en la gestión de tu patrimonio.
A través de herramientas de Inteligencia de Negocio (BI) con el respaldo de las Instituciones Financieras de mayor desempeño y confiabilidad en México, nos enfocamos en implementar la mejor estrategia personalizada para tu Bienestar financiero y generar el mayor crecimiento para tu futuro.
Tenemos el conocimiento para guiarte en cada aspecto de tus objetivos coordinando áreas estratégicas con un enfoque integral (asesoría patrimonial, orientación fiscal, planeación financiera, así como coberturas de riesgo y ahorro) de la mano de asesores expertos y certificados.
Scoring system
Setting your life achievements
by defining where you want to go, we'll get your life on the right path
Life Insurance
'Tax exempt savings plan' Life insurance is something you may consider adding to your financial plan if you're interested in providing a measure of security for your loved ones. Proceeds from a life insurance policy can be used to pay final expenses, eliminate outstanding debts or cover day to day expenses.
Investment portfolios
We aim to often coordinate services among different experts, such as working with a lawyer or an accountant on your behalf.
Working with a CFP is easier than ever before.
Retirement Planning
Real State investment
Pension Funds Planning
Education Savings Plan
Family Office
The products we offer
Family & friends investment
The main benefit of purchasing an investment property with other people is that it lowers the financial burden for each person. When you jointly own a property, you are able to share the cost of the deposit, mortgage payments, transaction costs and ongoing maintenance expenses.
Our team
We have the expertise and resources to provide comprehensive and personalized solutions to help you reach your goals. No matter where you are in life, our advisors are dedicated to helping you enhance and preserve your financial future.
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Manuel Bodner
Team development
Alejandro Avilés
Real estate
Jose Garcia T.
Risk Assessment
Jose Ramon Lara Zamarripa
Comercio Exterior
Cris Montoya
Business Development
Karla Basurto
Legal Procurement