Entrust Family Office

Name: Entrust Family Office
Availability: InStock
Author: EFO Group

EFO Group

Everyone

10+

Downloads

Everyone

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About this app

This app is only for clients of Entrust Family Office and offers them the following features:

* Wealth overview which provides a dashboard with investments, accounts and performance summary

* Portfolio holdings access with drill down capability of portfolio, asset class, security, unrealised gains and lot wise positions with IRR on open positions

* Portfolio performance analysis across different time periods with time series of graphs, IRR at portfolio, asset class and security level

* Performance of individual securities against benchmark

* Asset Allocation with charts

* Investment transaction history

* Clients can email all the above reports through the Reports section

App allows clients to access investments and get a 360-degree view of portfolio

Updated on

Jun 20, 2026

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
This app may collect these data types
Device or other IDs
Data is encrypted in transit
Data can’t be deleted