JMFL Private Wealth

By JM FINANCIAL SERVICES LIMITED on AppTrack Ninja.

JMFL Private Wealth mobile app

JMFL Private Wealth is a mobile application available to authorised users of JM Financial Limited application for wealth management. JMFL Private Wealth provides interactive access to portfolios, holdings, transactions and performance data anytime, anywhere. Key Features: - Portfolio Performance: Performance details can be viewed for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group. - Holdings: It displays current portfolio of group/family by default which can be changed to view portfolio of family, Indivi…

Categories: Finance

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