CGWM Investments vs ARC Suggestus Utilisation & Stats
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."
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Compare your investment portfolio or pension performance and costs with people like you. It streamlines portfolio assessments, indicating whether further analysis is required.
ARC Indices: Offers a summary and interactive charts for assessing your portfolio returns against those from over 125 leading investment managers.
Performance QuickCheck: Enables instant portfolio performance comparisons.
Fee QuickCheck: Provides a snapshot of how your fees compare to industry standards.
Risk QuickCheck: A nine-question survey classifies your tolerance and appetite for risk into one of four categories
QuickCheck brings you context and insight to allow you to make better decisions. The app also integrates with our research platform for seamless account management and supports biometric login for ease of access.
For further details on the ARC Private Client Indices, visit www.suggestus.com.
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Celebrating 20 years of providing insights, this update introduces a refreshed design, enhancing accessibility to our comprehensive industry research.
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CGWM Investments VS. 
ARC Suggestus30écembre d, 2024