QuilterCheviot 4+
Your portfolio viewer
Quilter & Co. Ltd
Designed for iPad
-
- Free
Screenshots
Description
Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device
•Asset allocation by bar and pie chart
What’s New
Version 2.0.1
Minor updates and improvements including some Dark Mode visual improvements.
App Privacy
The developer, Quilter & Co. Ltd, 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.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Quilter & Co. Ltd
- Size
- 8.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Quilter Cheviot
- Price
- Free