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Entrust Family Office

This app is only for clients of Entrust Family Office and offers them the following features:

This app is only for clients of Entrust Family Office and offers them the following features:

Entrust Family Office

by ENTRUST ENCORE SERVICES PRIVATE LIMITIED
Entrust Family Office
Entrust Family Office
Entrust Family Office

What is it about?

This app is only for clients of Entrust Family Office and offers them the following features:

Entrust Family Office

App Details

Version
23.3
Rating
NA
Size
24Mb
Genre
Finance
Last updated
March 28, 2023
Release date
March 7, 2019
More info

App Screenshots

Entrust Family Office screenshot-0
Entrust Family Office screenshot-1
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Entrust Family Office screenshot-4

App Store Description

This app is only for clients of Entrust Family Office and offers them the following features:

* Wealth overview which provides a dashboard with investments, accounts and performance summary

* Portfolio holdings access with drill down capability of portfolio, asset class, security, unrealised gains and lot wise positions with IRR on open positions

* Portfolio performance analysis across different time periods with time series of graphs, IRR at portfolio, asset class and security level

* Performance of individual securities against benchmark

* Asset Allocation with charts

* Investment transaction history

* Clients can email all the above reports through the Reports section

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