Wealthverse ‪٤+‬

Name: Wealthverse
Author: Centrum Broking Limited

Centrum Broking Limited

مصمم لـ iPhone

- مجانًا

لقطات شاشة iPhone

الوصف

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.

٣٠ أغسطس ٢٠٢٤

الإصدار 2.1.0

Login Page UI Improvements

أوضح المطور Centrum Broking Limited، أن ممارسات خصوصية التطبيق قد تتضمن معالجة البيانات على النحو الموضح أدناه. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.