JMFL Private Wealth
Finanzas
Gratis
JMFL Private Wealth is a mobile application available to authorised users of JM Financial Limited application for wealth management.
JMFL Private Wealth provides interactive access to portfolios, holdings, transactions and performance data anytime, anywhere.
Key Features:
- Portfolio Performance: Performance details can be viewed for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.
- Holdings: It displays current portfolio of group/family by default which can be changed to view portfolio of family, Individual/owner (all channel/by channel) or Accounts lying under that group.
- Return Summary: Entire Portfolio level, IRR or TWRR return can be monitored for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.
- Transactions: Monitor transaction history for any selected period for Individual (all channel/by channel) or Accounts under that group.
- Allocation History: Asset class wise allocation history can be viewed for selected period or since inception of Individual (all channel/by channel) or Accounts under that group.
- Look Through (for Equity or Debt exposure analysis): User can explore Equity or Debt exposure analysis by selecting Equity or Debt asset class under Client’s portfolio.
- Reports: User can gain insights on investment journey with detailed reports generate for prospect clients at prospect family or owner/individual level with covering page, market commentary and Wealth overview of asset allocation by holder & asset class.
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
updates and bug fixes
El desarrollador (JM FINANCIAL SERVICES LIMITED) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
- Identificadores
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- JM FINANCIAL SERVICES LIMITED
- Tamaño
- 32.6 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 14.0 o posterior.
- iPhone
Requiere iOS 14.0 o posterior. - iPad
Requiere iPadOS 14.0 o posterior. - iPod touch
Requiere iOS 14.0 o posterior.
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © JM FINANCIAL LTD. ALL RIGHTS RESERVED.