With Proveo WMS, you get the big overview of your investments and their value, return, allocations, benchmarks and much more – across banks and asset managers.
It can be difficult to keep an overview of all your investments. Especially if you have several different banks and asset managers who may also manage several custody accounts. That’s why we developed Proveo WMS.
With Proveo WMS, you can:
- Get an overview of your investments on an aggregated level, on the level of asset managers and on the level of custody accounts.
- Compose your own benchmark based on the composition of your portfolio.
- See the return of your investments and compare it to your chosen benchmark.
- Get notifications about market news and the performance of your portfolio.
- Get in touch with us easily via the contact page.
It is NOT possible to transfer money or make transactions in the app.
Your data can NOT be misused, and they are not visible to anyone but you and Proveo.
Get started in 2 minutes by following 3 simple steps.
1) Download the app and request a login. You will receive a password immediately after.
2) Connect to your investment portfolios with a few clicks.
3) Create your own benchmark based on your investment profile