10月22日的My LO应用程序分析

My LO – Your Wealth, Clearly in View All your investment portfolios, from every angle. Discover the new and improved My LO app. redesigned to deliver a more seamless, intuitive, and personalized experience. With a focus on innovation and excellence, this latest version introduces powerful enhancements to portfolio insights, advisory services, and digital banking features. A Smarter Way to Explore Your Portfolios Navigate your investments effortlessly with the new Portfolio Explorer. - View all your portfolios in one place, organized by mandate. - Instantly see invested amounts and year-to-date performance. - Set your preferred portfolio as your default home screen view. Intuitive Navigation, Reimagined The redesigned Dashboard offers a clearer, more user-friendly experience. - Quick links give you one-tap access to key information. - Dynamic treemap view let you explore asset allocation by asset class or currency with ease. Deeper Insights into Every Position Each investment position now includes: - Enhanced visuals with company logos. - Exclusive Lombard Odier research for equities and bonds. - Comprehensive data on investment funds. Simplified Display Settings Customize your portfolio view effortlessly. - Optimized default settings for smoother navigation. - Easy access to display preferences. Advisory at Your Fingertips For clients with an advisory mandate: - A fully redesigned advisory space for a more fluid and interactive experience. - Receive personalized investment ideas and proposals directly in the app. - Monitor your portfolio’s health with integrated “health checks.” All Your Digital Banking Services in One Place The My LO app supports a full suite of secure digital services: - Online payments - Electronic signature of banking documents - Online FATCA recertification - Digital payment confirmations - Remote digital authentication - Electronic signature for account opening Need help activating these services? Your relationship manager is here to assist. Key Features at a Glance - Home: A colorful dashboard summarizing your key information. - Portfolio: Detailed views of your holdings, transactions, and performance by asset class or currency. - Financial Markets: Stay updated with market news (15-minute delay) and manage your watchlist. - Secure Messaging: Communicate securely and confidentially with your banker. - Documents: Access and open your financial reports with ease. - Advisory: Receive tailored investment ideas (for advisory mandates). - Publications & Research: Access exclusive Lombard Odier insights based on your profile. - Events: Get notified about exclusive Lombard Odier events. - Push Notifications: Stay informed about important updates to your accounts.