速報APP / 財經 / CGWM Wealth Online

CGWM Wealth Online

價格:免費

更新日期:2019-04-10

檔案大小:86.4 MB

目前版本:1.0.36

版本需求:需要 iOS 11.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:德語, 法文, 義大利文, 英語

CGWM Wealth Online(圖1)-速報App

Key features of our app:

- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)

- Drill down from your dashboard to see all your underlying holdings

- See your money going in and out of your dealing and income accounts

- A secure place for all your important documents such as quarterly valuations and contract notes

- Secure messaging to directly contact to your Investment Manager.

支援平台:iPhone, iPad