描述
This platform comes with various features:
• Sessions: a tool to create a group of related portfolios, clients or consolidations.
• Dashboard: an interactive overview of world market data.
• Portfolio Summary: an abstract, with an overall view of your portfolio.
• Assessments: a tool to assess and analyze the risk profile and knowledge and experience of the client.
• Instruments: App provides complete detail about various financial instruments ranging from their values to performances.
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