Entrust Family Office 4+

ENTRUST ENCORE SERVICES PRIVATE LIMITIED

    • 免費

簡介

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

新內容

版本 23.3

Updates and bug fixes.

App 隱私權

開發者「ENTRUST ENCORE SERVICES PRIVATE LIMITIED」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

不會與你連結的資料

系統可能會收集以下資料,但不會將其與你的身分連結:

  • 識別碼

隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

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