Spark Capital PWM

Spark Capital PWM & Multi-Family Office

About this app

Spark Capital Private Wealth Management brings an institutional-grade wealth management client portal to your fingertips. As a privileged client, you gain access to sophisticated portfolio tools tailored for discerning investors who expect excellence.

Your digital access includes the following features:
• View Performance for the entire Family / Individual Client / Advisor
• Deep dive into portfolio analytics, asset class numbers compared with benchmarks.
• Dashboard settings option to change required filters and view data
• Deep Dive into Product Wise Holdings
• Analytics of long-term or short-term gain/loss, Benchmark comparison
• Manage Mutual Fund Order Placement/Execution
• Fund Fact Sheet & Market Data View
• View Holdings & Transactions
• Download reports for any period

* Exclusive Access Required
* Available only to Spark Capital Private Wealth Management clients.

What’s new

Update and bug fixes