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.