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SornemPW


4.6 ( 8496 ratings )
Zakelijk Financiën
Developer: IRESS Limited
Gratis

Sornem Private – The App for Private Clients of Sornem Private Wealth.

This App allows Private Clients to securely access information regarding their portfolio via a tablet. Specifically, it provides access to the following:

- Portfolio Valuation Reporting;
- Portfolio Transactions & Data Analysis;
- Quarterly Review Report Delivery;
- Portfolio Modelling;
- Monthly Insights Newsletters;
- News Articles; and
- Direct Messaging with your Adviser.