Spark Capital PWM - MFO

Spark Capital PWM & Multi-Family Office

About this app

Your wealth, your family's future — managed with institutional precision and delivered through a portal built for those who expect more.
Spark Capital PWM MFO App gives you a consolidated, real-time view of everything that matters — from family-level performance to individual holdings, all in one secure place.
What you get access to:
• Family & individual performance — view the complete picture across your family office or drill into any individual account or advisor
• Portfolio analytics — asset class breakdowns and benchmark comparisons to keep your strategy on track
• Tax-aware capital gains reporting — understand your short- and long-term tax position at a glance
• Cash flow projections — covering SIPs, SWPs, STPs, insurance maturities, coupons, and AIF commitments
• Mutual fund management — place and execute orders, review scheme fact sheets, and invest in a single seamless flow
• Customisable dashboard — switch between card and table views, apply filters, and navigate the way that suits you
• On-demand reports — download statements for any period, instantly

What’s new

Update and Bug fixes