My Wealth offers a dynamic application that empowers you with intuitive tools, delivering tailored insights to align with your unique perspective. Seamlessly explore and evaluate your portfolio and account particulars, peruse statement reports, stay updated with financial news relevant to your investments, and effortlessly connect with your financial advisor, among an array of other capabilities.
Key Highlights of the App comprise:
• Dashboard: Immerse yourself in an interactive overview of global market data, real-time pricing, and comprehensive market conditions spanning the world.
• Account Overview: Delve into a concise abstract, presenting a comprehensive snapshot of your account.
• Account Analysis: Embrace a holistic approach to accessing vital information regarding your accounts performance.
• Portfolio Snapshot: Engage with a succinct abstract, presenting a comprehensive overview of your investment portfolio.
• Portfolio Analysis: Embrace a comprehensive approach to accessing pivotal insights concerning the dynamics of your investment portfolio.