Wealth Portal — ASO

By Family Capital Limited on AppTrack Ninja.

Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time. Use the Wealth Portal App to: - View and manage your entire portfolio - View and manage your property and chatte…

Categories: Finance, Business

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