Description
Key Features:
Total Wealth Value – one glance at your complete financial picture.
Liquid vs. Illiquid Assets – easily distinguish between accessible funds and long-term holdings.
Current & Last Year’s Returns – track how your investments perform over time.
Retirement Today – see what your pension would look like if you retired right now.
Portfolio Risk Level – understand the balance and stability of your portfolio.
Managed Investments Performance – follow how your professional managers are delivering results.
Portfolio Allocation – by asset type, growth vs. fixed income, and regional exposure.
Goal Tracking – monitor your financial goals and assess their success potential.