AmiWealth

AmiWealth is a wealth management app that provides greater efficiencies, insights, and control to managing your global portfolio and investments.


Designed with wealth managers, family offices and HNWIs in mind, it provides a highly secure front, middle and back-office solution to seamlessly manage your wealth – from digital onboarding, to easy access to historical information on holdings or transactions, to being able to slice and dice detailed performance data into different geographical and asset groupings.


Key Features:
- Uses secure authentication process with biometric logins
- Digital onboarding and signatures
- Consolidated and comprehensive overview of all your investments
- Drill down options to view full performance breakdowns across different groupings – split into different asset classes, currencies or geographies
- Detail breakdowns include Net and Gross Portfolio values, IRR Percentage, Absolute Returns, Date and Custodial account filters

- Access to historical information about transactions, holdings and performance
- Download reports and view transaction data in Excel format for easy analysis
- Communicate with your support team directly from the app for quicker responses


Download the AmiWealth app now and experience a new digitally driven way to managing your global wealth through a single source.