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Wealthverse 4+
Centrum Broking Limited
Diseñada para iPhone
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- Gratis
Capturas de pantalla del iPhone
Descripción
With the Centrum Wealth Dashboard app, you can:
* Stay on top of your portfolio and access portfolio at various levels
* One view of current portfolio along with returns
* Monitor performance include XIRR, across asset categories
* Analyse your asset allocation and drill-don into sub-assets
* Know your latest holdings with historical investments
* Keep a check on your upcoming maturities
* Know your tax implications across products on event of any sale/redemption
* Download details of any corporate action
If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period.
In addition, you have the ability to add a family manager, who can view the reports on your behalf.
Novedades
Versión 2.0.0
New Transaction Module features
1. Place Mutual Fund transaction online using a ‘DIY’ and ‘Assisted’ mode.
2. Online transaction capability offers all sorts of transactions :
- Fresh/New Buy
- Additional Purchase
- Redemption
- Switch
- Systematic transactions.
Privacidad de la app
Centrum Broking Limited, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- Centrum Wealth Management Ltd
- Tamaño
- 44.9 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 11.0 o posterior.
- iPod touch
- Requiere iOS 11.0 o posterior.
- Mac
- Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- © Centrum Wealth Management Ltd
- Precio
- Gratis