James Hambro & Partners LLP vs CGWM Investments Usage & Stats
The James Hambro & Partners Client Portal app allows you to stay in touch with your portfolios on your mobile. The app provides information on portfolio valuations, a library of important documentation and the very latest JH&P views and insights. It also allows you to communicate with your team.
- Apple App Store
- Free
- Finance
Store Rank
- -
Key features of our app:
- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)
- Drill down from your dashboard to see all your underlying holdings
- See your money going in and out of your dealing and income accounts
- A secure place for all your important documents such as quarterly valuations and contract notes
- Secure messaging to directly contact to your Investment Manager."
- Apple App Store
- Free
- Finance
Store Rank
- -
James Hambro & Partners LLP VS. 
CGWM InvestmentsDecember 24, 2024