Entrust Family Office
App allows clients to access investments and get a 360-degree view of portfolio
About Entrust Family Office
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
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