Entrust Family Office 4+
ENTRUST ENCORE SERVICES PRIVATE LIMITIED
-
- Free
Screenshots
Description
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
What’s New
Version 23.3
Updates and bug fixes.
App Privacy
The developer, ENTRUST ENCORE SERVICES PRIVATE LIMITIED, 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 Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- ENTRUST ENCORE SERVICES PRIVATE LIMITIED
- Size
- 25.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2019 Entrust Family Office Wealth Services Private Limited
- Price
- Free