The clarityAPP is an easy to use application which allows registered clients of clarity to view valuations of their holdings and download valuation reports, view their recent transactions, view their asset allocation, read the latest clarity email alerts and tweets, and check the latest mortgage, annuity and deposit best rates.
Key Features:
Online Valuation:
- View a summary and detailed breakdown on investments held
- ISA/PEP/Investment Funds & SIPP holding with Cofunds, Transact and FundsNetwork
- Cofunds only James Hay SIPPs
- View partner valuations
- Download valuation reports
- View valuation by portfolio
- View recent transactions
- View buy note fund commentary
Asset allocations:
- View a summary of current and benchmark asset allocation
Investment Buy List:
- View the clarity investment buy list and search for funds. Read the current buy note and buy note commentary for a fund.
Email alerts and tweets:
- Read clarity email alerts and tweets
Best Rates:
- Check current mortgage, annuity and deposit rates from the clarity website
Information about clarity and clarity services can be found at:
https://www.clarityglobal.com
Key Features:
Online Valuation:
- View a summary and detailed breakdown on investments held
- ISA/PEP/Investment Funds & SIPP holding with Cofunds, Transact and FundsNetwork
- Cofunds only James Hay SIPPs
- View partner valuations
- Download valuation reports
- View valuation by portfolio
- View recent transactions
- View buy note fund commentary
Asset allocations:
- View a summary of current and benchmark asset allocation
Investment Buy List:
- View the clarity investment buy list and search for funds. Read the current buy note and buy note commentary for a fund.
Email alerts and tweets:
- Read clarity email alerts and tweets
Best Rates:
- Check current mortgage, annuity and deposit rates from the clarity website
Information about clarity and clarity services can be found at:
https://www.clarityglobal.com
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