Track investment performance with real-time updates. View daily interest transfers and manage funds through a curated list of alternate assets. Set up automatic reinvestment and monitor repayment history.
The app provides live prices for over 550 currency pairs and precious metals. Users can execute FX/PM Spot, Forward, and NDF orders, manage their blotter, and receive market commentary and push notifications.
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
