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Entrust Family Office

23.3 by ENTRUST ENCORE SERVICES PRIVATE LIMITIED

(0 Reviews) March 01, 2025

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Latest Version

Version
23.3

Update
March 01, 2025

Developer
ENTRUST ENCORE SERVICES PRIVATE LIMITIED

Categories
Finance

Platforms
iOS

File Size
25.4 MB

Downloads
0

License
Free

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More 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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