개발자: Spark Capital PWM & Multi-Family Office (2)
가격: 무료
순위: 0 
리뷰: 0 리뷰 작성
목록: 0 + 0
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기술

Spark Capital PWM
Spark Capital Private Wealth Management brings an institutional-grade wealth management client portal to your fingertips. As a privileged client, you gain access to sophisticated portfolio tools tailored for discerning investors who expect excellence.

Your digital access includes the following features:
• View Performance for the entire Family / Individual Client / Advisor
• Deep dive into portfolio analytics, asset class numbers compared with benchmarks.
• Dashboard settings option to change required filters and view data
• Deep Dive into Product Wise Holdings
• Analytics of long-term or short-term gain/loss, Benchmark comparison
• Manage Mutual Fund Order Placement/Execution
• Fund Fact Sheet & Market Data View
• View Holdings & Transactions
• Download reports for any period

* Exclusive Access Required
* Available only to Spark Capital Private Wealth Management clients.
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스크린샷

#1. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#2. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#3. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#4. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#5. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#6. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#7. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#8. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#9. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office
#10. Spark Capital PWM (Android) 게시자: Spark Capital PWM & Multi-Family Office

새로운 기능

  • 버전: 24.3
  • 업데이트:
  • Updates and bug fixes.

가격

  • 오늘: 무료
  • 최소: 무료
  • 최대: 무료
가격 추적

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추가 정보

  • 버전: 24.3
  • ID: com.wealthspectrum.app.spark
  • 카테고리:
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  • 콘텐츠 등급:
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  • 업데이트:
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주소록

Spark Capital PWMSpark Capital PWM 단축 URL: 복사됨!

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