Wealth Tracker.
JM Financial Services Ltd.
免費
1.7for iPhone, iPod touch
Age Rating
Wealth Tracker. 螢幕截圖
About Wealth Tracker.
WealthPlus is an all-inclusive portfolio app from JM Financial Services for its Wealth Clients to track their investments on the go. With a user-friendly interface the app has been designed to provide all relevant information effortlessly and intuitively.
Key Features
· Invest in various asset classes all on single platform.
· Trade in equities and other related asset classes through BlinkTrade our high-speed trading platform.
· Build Mutual Fund portfolio with seamless buy and sell transactions.
· Invest in the latest Initial Public Offerings (IPOs) to make the most of the market opportunities.
· On-the-Go accessibility to status of portfolio and market information.
· Comprehensive dashboard presenting asset allocation of investments.
· Gauge performance of the portfolio by XIRR method at multiple levels and time periods including Portfolio level, Financial Year to date, Quarter to date, Month to date, Holding level.
· Monitor performance of mutual fund holdings at a glance.
· Avail summary of Realised & Unrealised Gain/Loss across schemes, asset class and portfolio.
· Get the latest market insights, market commentary, news updates, etc.
· Access portfolio at various levels of Family, Client and Account.
About JM Financial Services
JM Financial Services is amongst the finest brokerage firms in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporates, high-networth individuals and retail clients. With a wide spectrum of products and services ranging from Equity Trading to Wealth Management Services as well as Portfolio Management Services to distribution of investment products like Mutual Funds, Public Offerings and Fixed Income Products.
Key Features
· Invest in various asset classes all on single platform.
· Trade in equities and other related asset classes through BlinkTrade our high-speed trading platform.
· Build Mutual Fund portfolio with seamless buy and sell transactions.
· Invest in the latest Initial Public Offerings (IPOs) to make the most of the market opportunities.
· On-the-Go accessibility to status of portfolio and market information.
· Comprehensive dashboard presenting asset allocation of investments.
· Gauge performance of the portfolio by XIRR method at multiple levels and time periods including Portfolio level, Financial Year to date, Quarter to date, Month to date, Holding level.
· Monitor performance of mutual fund holdings at a glance.
· Avail summary of Realised & Unrealised Gain/Loss across schemes, asset class and portfolio.
· Get the latest market insights, market commentary, news updates, etc.
· Access portfolio at various levels of Family, Client and Account.
About JM Financial Services
JM Financial Services is amongst the finest brokerage firms in the Indian Capital markets, offering comprehensive investment management solutions to institutions, banks, corporates, high-networth individuals and retail clients. With a wide spectrum of products and services ranging from Equity Trading to Wealth Management Services as well as Portfolio Management Services to distribution of investment products like Mutual Funds, Public Offerings and Fixed Income Products.
Show More
最新版本1.7更新日誌
Last updated on 2023年01月03日
歷史版本
Display message to client during EOD/BOD process.
Performance Enhancement.
Performance Enhancement.
Show More
Version History
1.7
2023年01月03日
Display message to client during EOD/BOD process.
Performance Enhancement.
Performance Enhancement.
1.6
2022年10月17日
Bug fixes and Improvements.
1.5
2022年05月06日
Bug fixes and Improvements.
1.4
2022年04月19日
Improve performances and bug fixes.
1.3
2021年12月30日
Bug fixes and improvements.
1.2
2021年10月20日
Bug fixes and improvements.
1.1
2021年10月07日
- Bug fixes and improvements
1.0
2021年09月22日
Wealth Tracker. FAQ
點擊此處瞭解如何在受限國家或地區下載Wealth Tracker.。
以下為Wealth Tracker.的最低配置要求。
iPhone
須使用 iOS 13.0 或以上版本。
iPod touch
須使用 iOS 13.0 或以上版本。
Wealth Tracker.支持英文