Entrust Family Office ‪٤+‬

Name: Entrust Family Office
Author: ENTRUST ENCORE SERVICES PRIVATE LIMITIED

ENTRUST ENCORE SERVICES PRIVATE LIMITIED

- مجانًا

الوصف

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

٢٨ مارس ٢٠٢٣

الإصدار 23.3

Updates and bug fixes.

أوضح المطور ENTRUST ENCORE SERVICES PRIVATE LIMITIED، أن ممارسات خصوصية التطبيق قد تتضمن معالجة البيانات على النحو الموضح أدناه. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.