deVere Core Portfolio Tracking 17+

Track your portfolio by mobile

DEVERE GROUP LIMITED

Designed for iPad

    • 3.0 • 2 Ratings
    • Free

Screenshots

Description

Access your holdings, premium payments and future offers directly from your mobile or tablet.


deVere Core is a cutting-edge mobile app created specifically with our clients in mind, available for use on multiple platforms. Whether you want to check on your security holdings, cash movements, premium payments or transactions details, deVere Core conveniently displays your investment portfolio in one secure place, making it easier to monitor your performance and keep track of cash movement than ever before.

Your entire financial portfolio, easily accessible in one secure place. deVere Core is an easy-to-use portfolio tracking app, that allows you to access your security holdings, cash movements, premium payments or transactions details wherever you are.

Achieve goals
It is imperative to evaluate your portfolio in the light of your financial goals. Whether it is retirement or homeownership, the key is to evaluate your portfolio's ability to help you reach your goals.

Save Time
Need to view your investment portfolio on the go? deVere Core has got you covered, with access to the important information you need, clearly displayed through your Portfolio Overview & Breakdown Chart.

Get a Better Insight
Want to stay ahead of the markets? By viewing the base values of your funds in the Security Holdings tab, you’re able to identify potential gains or losses before they happen, improving your portfolio’s overall performance.

Investment Tracking On The Go
Stay well informed using information from your Cash Movement, Cash Holdings, Premium Payment and Acquisitions & Disposals tabs. Monitor your portfolio activity with ease, gaining a better understanding of your spending and saving patterns.

Receive the latest World News
Keep up-to date with the latest financial and economic news from around the world!

Keep in touch
Have a query or require financial assistance? Contacting your consultant has never been easier. Choose which method suits you the best, then contact your Financial Adviser directly from within the deVere Core App.

Monitor performance
A vital part of the investment process is to monitor the performance and the market trends on a regular basis. The Security Holdings section provides you the base value of each fund you possess and helps identify any potential gain or loss.

What’s New

Version 2.1.0

Performance and stability improvements.

Ratings and Reviews

3.0 out of 5
2 Ratings

2 Ratings

MdeSwaan ,

Needs lots of improvement

80% of the time you try to access it gets frozen without displaying any data.

On a regular basis you will need 5-10 attempts in order to see your portfolio

App Privacy

The developer, DEVERE GROUP 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 Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

More By This Developer

Finance
Finance
Finance
Finance
Business

You Might Also Like

Finance
Finance
Finance
Finance
Finance
Finance