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The Cashel Family Office mobile application enables clients the ability to:
Cashel Family Office
by Cashel Financial Services Pty Ltd
What is it about?
The Cashel Family Office mobile application enables clients the ability to:
App Screenshots
App Store Description
The Cashel Family Office mobile application enables clients the ability to:
-Review all their investments and portfolios in one place
-Consolidated view of Praemium SMA, Praemium Super and over 80 other linked investment and brokerage accounts*
-Review portfolio performance and transactions
-Analyse investment holdings and movements
-Communicate directly with their family office relationship team
-Download statements and review notifications.
*Note view access to third-party investment accounts will be subject to execution of the Cashel Managed Services Agreement.
Disclaimer:
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.