價格：免費
更新日期：2019-06-12
檔案大小：20.8 MB
目前版本：1.9.0
版本需求：需要 iOS 11.4 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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
支援平台：iPhone, iPad