Cashel Family Office 4+

Secure your financial future

Cashel Financial Services Pty Ltd

    • Free

Screenshots

Description

Secure your family’s financial future.
Your journey to generational wealth starts here.

The Cashel Family Office mobile application enables clients the ability to:​

-Review all their investments and portfolios in one place​
-Consolidated view of Praemium SMA, Praemium Super and over 80 other linked investment and brokerage accounts​*
-Review portfolio performance and transactions​
-Analyse investment holdings and movements​
-Communicate directly with their family office relationship team​
-Download statements and review notifications.

*Note view access to third-party investment accounts will be subject to execution of the Cashel Managed Services Agreement.

App Privacy

The developer, Cashel Financial Services Pty Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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