iPhone Screenshots
Description
The Cashel Family Office mobile application enables clients the ability to:
-Review all their investments and portfolios in one place
-Consolidated view of Praemium SMA, Praemium Super and over 80 other linked investment and brokerage accounts*
-Review portfolio performance and transactions
-Analyse investment holdings and movements
-Communicate directly with their family office relationship team
-Download statements and review notifications.
*Note view access to third-party investment accounts will be subject to execution of the Cashel Managed Services Agreement.