WhiteHaven Asset Management understands how challenging it can be to manage your capital. As such, we are committed to building trusting partnerships with clients by providing customized asset management solutions based on a deep understanding of their finances, goals and values.
WhiteHaven's Asset Management application is a fast, easy and secure solution that allows you to consult your investment portfolio at your fingertips.
This intuitive platform will allow you to follow your transactions on your iOS Device and stay updated on your investments, anywhere, any time.
Features:
• Access: from any iOS device using iOS operating systems.
• Customize: a variety of filters such as account types, custodians and more, provides a granular view of your portfolio.
• Security: for ultimate account protection, the application can be accessed using biometrics, such as fingerprints and facial recognition.
• Consolidation: access your accounts through a single platform to view asset details, outstanding investments, Investment Policy Statement (IPS) allocation vs. current allocation, transactions, etc.
• Design: designed to ensure high performance and provide the best user experience.
How to get the application:
1. Download the app from App store on your iOS Device.
2. Open: once the download is complete, open the app on your device.
3. Log in: with your User ID and password provided by WhiteHaven.
For more information, please contact us by phone 514-875-9900, ext. 1100 or by email at whamsupport@whitehaven.ca.
WhiteHaven's Asset Management application is a fast, easy and secure solution that allows you to consult your investment portfolio at your fingertips.
This intuitive platform will allow you to follow your transactions on your iOS Device and stay updated on your investments, anywhere, any time.
Features:
• Access: from any iOS device using iOS operating systems.
• Customize: a variety of filters such as account types, custodians and more, provides a granular view of your portfolio.
• Security: for ultimate account protection, the application can be accessed using biometrics, such as fingerprints and facial recognition.
• Consolidation: access your accounts through a single platform to view asset details, outstanding investments, Investment Policy Statement (IPS) allocation vs. current allocation, transactions, etc.
• Design: designed to ensure high performance and provide the best user experience.
How to get the application:
1. Download the app from App store on your iOS Device.
2. Open: once the download is complete, open the app on your device.
3. Log in: with your User ID and password provided by WhiteHaven.
For more information, please contact us by phone 514-875-9900, ext. 1100 or by email at whamsupport@whitehaven.ca.
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