This application allows you to
1. Track wealth across your family members
2. Get a macro view of your portfolio performance across brokers
3. Connect with the servicing team for query resolution and real-time tracking for speedy resolution
4. View all requisite profile details across all accounts in a unified dashboard.
5. Access to relationship managers/financial advisors to analytics and insights on portfolios across clients and asset classes
6. Get assistance from a dedicated customer support desk
1. Track wealth across your family members
2. Get a macro view of your portfolio performance across brokers
3. Connect with the servicing team for query resolution and real-time tracking for speedy resolution
4. View all requisite profile details across all accounts in a unified dashboard.
5. Access to relationship managers/financial advisors to analytics and insights on portfolios across clients and asset classes
6. Get assistance from a dedicated customer support desk
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