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Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios

QuilterCheviot

by Quilter & Co. Ltd

What is it about?

Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios

App Details

Version
2.0.0
Rating
NA
Size
8Mb
Genre
Finance Business
Last updated
November 29, 2023
Release date
June 3, 2016
More info

App Screenshots

App Store Description

Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios
App 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 Cheviot 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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