Description
With the Centrum Wealth Dashboard app, you can:
* Stay on top of your portfolio and access portfolio at various levels
* One view of current portfolio along with returns
* Monitor performance include XIRR, across asset categories
* Analyse your asset allocation and drill-don into sub-assets
* Know your latest holdings with historical investments
* Keep a check on your upcoming maturities
* Know your tax implications across products on event of any sale/redemption
* Download details of any corporate action
If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period.
In addition, you have the ability to add a family manager, who can view the reports on your behalf.
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* Stay on top of your portfolio and access portfolio at various levels
* One view of current portfolio along with returns
* Monitor performance include XIRR, across asset categories
* Analyse your asset allocation and drill-don into sub-assets
* Know your latest holdings with historical investments
* Keep a check on your upcoming maturities
* Know your tax implications across products on event of any sale/redemption
* Download details of any corporate action
If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period.
In addition, you have the ability to add a family manager, who can view the reports on your behalf.
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Wealthverse FAQ
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Is Wealthverse free?
Yes, Wealthverse is completely free and it doesn't have any in-app purchases or subscriptions.
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Is Wealthverse legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
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How much does Wealthverse cost?
Wealthverse is free.
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What is Wealthverse revenue?
To get estimated revenue of Wealthverse app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
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App Info
- Category
- Finance
- Publisher
- Centrum Wealth Management
- Languages
- English
- Recent release
- 2.1.1 (2 weeks ago )
- Released on
- Feb 27, 2023 (1 year ago )
- Also available in
- India, Pakistan, Italy, Japan, South Korea, Kuwait, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, Norway, New Zealand, Philippines, Israel, Poland, Portugal, Romania, Russia, Saudi Arabia, Sweden, Singapore, Thailand, Türkiye, Taiwan, Ukraine, United States, Vietnam, Germany, Armenia, Argentina, Austria, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, China, Colombia, United Arab Emirates, Denmark, Dominican Republic, Algeria, Ecuador, Spain, Finland, France, United Kingdom, Greece, Hong Kong SAR China, Hungary, Indonesia, Ireland
- Last Updated
- 3 weeks ago
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