| 開發人員: | JM FINANCIAL SERVICES LIMITED (17) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| Google Play | |||
描述
JMFL Private Wealth provides interactive access to portfolios, holdings, transactions and performance data anytime, anywhere.
Key Features:
- Portfolio Performance: Performance details can be viewed for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.
- Holdings: It displays current portfolio of group/family by default which can be changed to view portfolio of family, Individual/owner (all channel/by channel) or Accounts lying under that group.
- Return Summary: Entire Portfolio level, IRR or TWRR return can be monitored for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.
- Transactions: Monitor transaction history for any selected period for Individual (all channel/by channel) or Accounts under that group.
- Allocation History: Asset class wise allocation history can be viewed for selected period or since inception of Individual (all channel/by channel) or Accounts under that group.
- Look Through (for Equity or Debt exposure analysis): User can explore Equity or Debt exposure analysis by selecting Equity or Debt asset class under Client’s portfolio.
- Reports: User can gain insights on investment journey with detailed reports generate for prospect clients at prospect family or owner/individual level with covering page, market commentary and Wealth overview of asset allocation by holder & asset class.
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新功能
- 版本: 23.8
- 發佈日期:
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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開發人員
- JM FINANCIAL SERVICES LIMITED
- 平台: Android 應用程式 (9) iOS 應用程式 (8)
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其他資訊
- 版本: 23.8
- ID: com.wealthspectrum.wealth.jm
- 類別 :
Android 應用程式›財經 - OS:
Android 8.1 - 大小:
27 Mb - 內容分級:
Everyone - Google Play 評分:
0 - 發佈日期:
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