Private Invest is a wealth management application for UniCredit Private Banking clients. The app gives you the opportunity to follow your financial situation anytime, anywhere. Follow the evolution of your portfolio, get deep insight to your current cash and security holdings, asset allocation, portfolio performance and assets breakdown. Create your own Watchlist with your favorite securities, and easily check your transactions, dividends, or upcoming maturities. Your Banker will always provide you the latest product news and up to date recommendations. Finally, you will be able to execute your trades on your own or easily accept order drafts prepared by your banker. UniCredit Bank is constantly developing and upgrading the application with new features and functions to provide their clients a great user experience. If you are a UniCredit Private Banking client, contact your banker to find out more, and activate the application.
Private Invest has five main areas, which help you to navigate in the menu – Home, Wealth, Focus, Inbox and Profile. The main functions of the app are categorized in widgets in every area. Swipe the widgets left or right to see your portfolio from a different time perspective, or reach additional action buttons. Click on “More” to expand the widget and get full details.
Main widgets and functions are the following:
Portfolio evolution shows you the change of aggregated value of your assets within UniCredit Bank in your main currency. Swipe through different time horizons and analyze your portfolio from different perspectives. Keep your wealth under control by understanding how cash flows or evolution of your investments affected your overall portfolio..
Get notified about latest events happening in your portfolio. Do not miss any product news from your banker or upcoming maturity of your products. Swipe the notification left and right to mark it as read/unread, or to follow up in the conversation with your banker.
Contact your banker easily. Request meeting, call, discuss content from the app or receive documents through this safe channel from your banker.
Product news & Orders:
Possibility to get the latest investment ideas from your banker in line with your profile. If you would like to find out more you can start conversation with your banker, check the videos and other supporting materials or save the idea for later. Once you are convinced that the product is the right one for your portfolio, you can just in few clicks execute your investment in fully digital way. If you have your own idea, just search among available products, and proceed with the order.
Get consolidated overview of your internal UniCredit assets and other products like Cards, or Liabilities.
You can get an online update about status of your live orders, understand in section Operations the details of transactions which were fully settled (buy/sell transactions, coupons & dividends or maturities), monitor Performance of your portfolio or prepare for Upcoming maturity of your fixed income products. Have a detailed view on your portfolio through multiple angles in Portfolio Breakdown section where you can find all your products sorted out in different categories.
KPIs & Watchlist:
Setup your own KPIs and monitor the indicators the most relevant for you. Get a quick overview about performance of your portfolio, cash portion or best performing product.
For the products which are yours most important, you can setup your own Watchlist including notification in case the price of the product brakes upper or lower limit you indicate.
Read the latest market news from different sources and follow up in conversation with your banker to clarify potential impacts on your portfolio.
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