Discontinued App

Quilter Cheviot

Clients and professional advisers of Quilter are able to view portfolio valuations, asset allocations and cash statements across their portfolios. Main ...

Discontinued App

Description

Clients and professional advisers of Quilter are able to view portfolio valuations, asset allocations and cash statements across their portfolios. 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 offices The iPad App has the additional features of: • Full valuation information accessible by rotating the device • Asset allocation by bar and pie chart

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Technical specifications

Version: 1.07

Size: 10.89 MB

System:

Price: 0,00 €

Developed by Quilter & Co. Ltd

Day of release: 2012-12-13

Recommended age: 4+

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