Entrust Family Office 4+

ENTRUST ENCORE SERVICES PRIVATE LIMITIED

    • 免費

螢幕截圖

描述

This app is only for clients of Entrust Family Office and offers them the following features:

* Wealth overview which provides a dashboard with investments, accounts and performance summary

* Portfolio holdings access with drill down capability of portfolio, asset class, security, unrealised gains and lot wise positions with IRR on open positions

* Portfolio performance analysis across different time periods with time series of graphs, IRR at portfolio, asset class and security level

* Performance of individual securities against benchmark

* Asset Allocation with charts

* Investment transaction history

* Clients can email all the above reports through the Reports section

最新功能

版本 23.3

Updates and bug fixes.

App 私隱

開發者表明ENTRUST ENCORE SERVICES PRIVATE LIMITIED的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

不會與你連結的資料

開發者可能會收集以下資料,但不會連結你的個人身份:

  • 識別碼

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

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