Our Wealth Management comes in a device independent user interface and carry a number of features
AGGREGATE A COMPREHENSIVE VIEW OF ALL YOUR HOLDINGS
Realtime Portfolio Performance, holdings, transactions, deposits/withdrawals, performance in real-time and historical and present risk and reward for all asset classes. Combine accounts and get the total engagement performance.
SIMULATE AND MANAGE YOUR PORTFOLIO
Portfolio simulation, create one or more portfolios and get historical performance views. Benchmark simulated portfolios against your real portfolio or available indexes. Dry run and test the performance of the simulated portfolios for a period with simulated market trades.
ROBOT SUPPORTED PORTFOLIO MANAGEMENT AND ADVICE
Portfolio suggestions and changes are available through our Robot supported advisor. This quant based Robot gives you another perspective of your holdings in both simulated and actual portfolios to give you the best ROI.