價格：免費
檔案大小：15.2 MB
版本需求：需要 iOS 8.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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
支援平台：iPhone, iPad