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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 Details

Version
1.0
Rating
NA
Size
25Mb
Genre
Finance
Last updated
December 19, 2023
Release date
December 19, 2023
More info

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.

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