價格:免費
更新日期:2019-02-08
檔案大小:3.7M
目前版本:4.5
版本需求:Android 4.4 以上版本
官方網站:http://www.entrustfamilyoffice.com
Email:italerts@entrust.co.in
聯絡地址:隱私權政策
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