100+
Downloads
Content rating
Everyone
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About this app

Freely available to our clients, our App enables you to view, report and monitor your Investment Portfolios.

Whether you are a private investor, or an experienced financial professional servicing your clients, we empower you to be involved without the workload.

Interact with your Investment accounts to view all aspects of your portfolio including:
- Total Values and Asset Class Allocations
- Securities Data and Information
- Detailed Performance Reporting and Information
- Current Holdings and Balances
- Historical Investment Transactions
- Linked Cash Account Balances and Transactions
- Customisable Date Range Reporting and Data Export Functionality

Let us provide you with the information you require to successfully implement, maintain and manage your life long investments!
Updated on
Mar 20, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection

What's new

Bug fixes and performance enhancements