Description
Esphera Capital offers a secure, modern, and premium experience for managing and understanding your wealth. Built with a clean and intuitive design, the app provides a seamless way to stay informed and in control of your financial landscape.
Designed for clarity and peace of mind, every part of the app brings your financial information to life through elegant visuals, simple navigation, and real-time insights.
Key Features:
• Secure and effortless access
Log in using Face ID for fast and secure authentication.
• Consolidated wealth view
See your total balance across all custodians at a glance, with clear charts and breakdowns.
• Add external accounts
Connect accounts from multiple institutions (including JP Morgan, UBS, Merrill Lynch, Santander, and more) to create a complete, unified view of your holdings.
• Portfolio and asset allocation insights
Explore your distribution across Cash, Fixed Income, Equity, Mixed Allocation, and Alternative Investments with intuitive visual charts.
• Performance tracking
Monitor your returns across 12M, YTD, and Previous Years. Review detailed charts and breakdowns by portfolio, custodian, or asset class.
• Detailed balance evolution
Understand Beginning Value, Deposits and Withdrawals, Ending Value, and Change in Value through clear visuals.
• Holdings overview
Access each investment with expanded details including invested amount, market value, and gain or loss.
• Activity center
View all transactions (buys, sells, interest, dividends, withdrawals, transfers, and more) with easy filtering options.
• Transfer Request
Submit transfer requests with guided workflows for internal, domestic, and international transfers.
• Reports hub
Access monthly consolidated reports, download PDFs, or enable email delivery.
• Personalized client tiers
Your tier (Bronze, Silver, Gold, or Platinum) is automatically assigned based on your total balance, reflecting your overall portfolio scale.
• Light, dark, and system themes
Choose your visual experience or follow your device's system settings.
Esphera Capital combines refined design, strong security, and powerful financial insights into one seamless platform. Experience a wealth management app that feels elegant, intuitive, and built around your needs.
Your financial world, clearly presented and always within reach.