Wealthverse
Centrum
Only for iPhone
Free · Designed for iPhone
iPhone
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.
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Improved the user interface
The developer, Centrum Broking Limited, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Centrum Wealth Management Ltd
- Size
- 44.9 MB
- Category
- Finance
- Compatibility
Requires iOS 11.0 or later.
- iPhone
Requires iOS 11.0 or later. - iPod touch
Requires iOS 11.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Centrum Wealth Management Ltd