Callanish Capital Portal — ASO

By Multrees Investor Services Limited on AppTrack Ninja.

The Callanish Capital Portal App is a service provided by Callanish Capital Limited in partnership with Multrees and powered by Moneyinfo. The app gives you a complete picture of your investments managed by Callanish Capital Limited. Features include: • Portfolio valuations • Breakdown of your investments by asset class • Ability to link accounts, allowing family members to view each other’s information • View reports, including client reporting packs • Store other documents from Callanish Capital Limited or your own paperwork • Desktop web access in addition to an application for smartphones…

Categories: Finance

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