Track your investment portfolio at P8 Wealth Management from anywhere!
In this application, who is a client of Portfolio Consolidation in P8 Wealth Management can request access and monitor in detail the performance of their investment portfolios directly through the APP.
Among the features are:
- Comparison of the quoted Portfolio against market benchmarks;
- View of the Portfolio by asset class / type / Financial Institution
- Performance of the assets present in the Portfolio
In this application, who is a client of Portfolio Consolidation in P8 Wealth Management can request access and monitor in detail the performance of their investment portfolios directly through the APP.
Among the features are:
- Comparison of the quoted Portfolio against market benchmarks;
- View of the Portfolio by asset class / type / Financial Institution
- Performance of the assets present in the Portfolio
Show More
