QuilterCheviot
Your portfolio viewer
無料
2.0.1for iPhone, iPad and more
Age Rating
QuilterCheviot スクリーンショット
About QuilterCheviot
Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device
•Asset allocation by bar and pie chart
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device
•Asset allocation by bar and pie chart
Show More
最新バージョン 2.0.1 の更新情報
Last updated on 2024年04月16日
旧バージョン
Minor updates and improvements including some Dark Mode visual improvements.
Show More
Version History
2.0.1
2024年04月16日
Minor updates and improvements including some Dark Mode visual improvements.
2.0.0
2023年11月29日
With this app, clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios.
Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.
If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000
Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.
If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000
1.9.6
2023年05月03日
Minor improvements
1.9.5
2022年06月02日
Required update for security improvements
1.9.4
2022年05月24日
Required security improvements
1.9.3
2021年09月15日
Security updates
1.9.2
2021年05月19日
- Technical improvements "under the hood"
1.9.1
2019年10月10日
- Added an option to hide keyboard when signing in - simply tap the top portion of the screen to hide the keyboard.
- You will need to update to this version for continued access, please update as soon as you can
- You will need to update to this version for continued access, please update as soon as you can
1.9.0
2019年06月12日
- Improved Accessibility support
- Improved Login flow (please note, you will be required to login manually on first run).
- Improved Login flow (please note, you will be required to login manually on first run).
1.8.6
2018年08月09日
This version should fix the Touch ID issues, you will have to login manually after upgrade and then you can use it as before.
Thank you for all of the reports about issues with the last update!
Please do upgrade your star ratings too if this fixes it for you :)
Thank you for all of the reports about issues with the last update!
Please do upgrade your star ratings too if this fixes it for you :)
1.8.5
2018年08月01日
Improvements to handling of Touch ID login.
1.8.4
2018年06月28日
Minor improvements and required updates.
1.8.3
2017年12月15日
General improvements.
1.8.2
2017年10月11日
Improvements and bug fixes.
1.8.1
2017年10月06日
Minor fixes in preparation for iOS 11
1.8.0
2017年07月28日
You can now securely login using Touch ID
Accounts now display the product below the account name
Many under-the-hood improvements to increase security
Accounts now display the product below the account name
Many under-the-hood improvements to increase security
1.0.5
2016年10月12日
Fixes for login screen behaviour.
1.0.4
2016年07月15日
Currency selection bug fixes.
1.0.3
2016年06月30日
You can now select your preferred valuation currency.
1.0.2
2016年06月13日
Pie chart legend colours corrected.
1.0.1
2016年06月07日
Minor bug fixes.
1.0
2016年06月03日
QuilterCheviot FAQ
ここをクリック！地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、QuilterCheviotの最低システム要件をご確認ください。
iPhone
iOS 15.0以降が必要です。
iPad
iPadOS 15.0以降が必要です。
iPod touch
iOS 15.0以降が必要です。
QuilterCheviotは次の言語がサポートされています。 英語
