Insight into your portfolio(s)
: log in with the pin code or if possible by your fingerprint or facial recognition.
: Your portfolios with current assets, return and total wealth are visible in the main screen.
: shows your return over the past 5 years and, under the button of the current year, a further breakdown of the year-to-date return is shown.
: the portfolio’s risk or asset distribution.
: portfolio statement giving current positions, values, returns per position and totals per category.
: overview of the Private Equity portfolio with real time values and valuation dates per position.
: a page where the quarterly reports are placed can be found under the documents heading.
: An overview of available documents, that can be rotated, printed out and mailed after opening.