Screenshots

Beschreibung

Features:

Consolidated investment reporting:
- Market value
- Performance
- Winners and Losers
- Asset- and currency allocation
- Top holdings
- Instrument details
- Review all portfolio transactions

Extensive details on the total wealth:
- Consolidated performance and portfolio comparison
- Total allocation by asset class, currency, portfolio and custody bank
- Instruments and top holding list. Check out if an instrument is held in a few portfolios

Review documents received from advisor:
- Print and share if needed

Contact advisor in one click:
- Write an email to discuss your questions

Advisor Channel:
- List of selected clients and model portfolios
- Possibility to select client or model portfolio and see related information in meeting mode
- Possibility to add company documents to all clients
- Investment reports can be created, reviewed, shared with clients and are stored in the documents archive
- Contact reports can be created and history of all client communication can be accessed
- Edit contact reports
- Pre-selection of clients
- Scan/Upload documents

Be mobile and check out your total wealth on your iPhone (client app)

Neuheiten

Version 3.2.0

- Documents full screen view
- Edit contact reports
- Pre-selection of clients
- Scan/Upload documents

Bewertungen und Rezensionen

5.0 von 5
2 Bewertungen

2 Bewertungen

Informationen

Anbieter
Evolute Group AG
Größe
47.6 MB
Kategorie
Finanzen
Kompatibilität

Erfordert iOS 11.0 oder neuer. Kompatibel mit iPhone, iPad und iPod touch.

Sprachen

Englisch

Alter
4+
Copyright
Preis
Gratis

Support

  • Familienfreigabe

    Wenn die Familienfreigabe aktiviert ist, können bis zu sechs Familienmitglieder diese App verwenden.

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