SornemPW app for iPhone and iPad

4.6 ( 8496 ratings )

Business Finance
Developer: IRESS Limited

Free

Current version: 1.8.2, last update: 8 years ago
First release : 12 Nov 2014
App size: 10.36 Mb

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.