Invermon

Investment monitoring that allows the user to carry out a very simple and intuitive follow-up of their investments.

You do not need to create or maintain your investment instruments since you obtain the data automatically from your managing entity.

- Aggregation of all your portfolios grouping the results of all the sources/entities with which you work
- Setting alerts
- Monitoring of the main stock indices
- Very agile visualization of all your movements, with search and classification by concepts
- Ranking of the returns obtained (coupons + dividends) with real calculation of the percentage of return provided by their securities
- Follow-up of the contributions made to your portfolio
- Historical and comparative display between time periods
- Contact chat with your advisor and with INVERMON support
- Creation and visualization of pending tasks related to your advisor