Wealthverse のアプリ分析 1月14日

With the Centrum Wealth Dashboard app, you can: * Stay on top of your portfolio and access portfolio at various levels * One view of current portfolio along with returns * Monitor performance include XIRR, across asset categories * Analyse your asset allocation and drill-don into sub-assets * Know your latest holdings with historical investments * Keep a check on your upcoming maturities * Know your tax implications across products on event of any sale/redemption * Download details of any corporate action If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period. In addition, you have the ability to add a family manager, who can view the reports on your behalf.