ARX Capital vs. Astero Cap Utilizzo e statistiche

Welcome to ARX Capital, a professional, innovative and holistic wealth management firm, located in the heart of Zurich, Switzerland. With our custom app you can track and monitor investments and portfolios daily, quickly check simulated portfolios we design for our prospects and clients, and discuss strategic views with our professional team. Our App has 5 key functionalities. It aggregates in one place all your necessary ARX Capital contacts, daily business tasks and document workflows, allows you to see a performance-ranked list of individual investments as well as consolidated portfolios on your radar, and communicate with us via a dedicated and secure channel. The list of available features includes: - Daily pricing and transaction tracking of simulated and real portfolios, you are connected in real-time and get timely updates on portfolios and the underlying strategies - Identification of winners and losers based on daily performance in basis points, month-to-date performance in percentage points, or longer-term year-to-date performance in percentage points - Simple and intuitive design of the portfolio table with interactive headings and the ability to collapse individual investment sections for an enhanced view of the portfolio - Summaries of flows, charges, and cash flows on a daily, monthly, and annual basis - Direct and live communication channels with document workflows All data moves between your phone and our servers through a secure and encrypted channel, while your access credentials are securely encrypted and stored safely on your phone. We comply with the industry-grade security practices in Switzerland. Our vision is to provide you with a personalized and convenient experience of top-notch wealth management. Sincerely yours, ARX Capital
  • App Store di Apple
  • Gratis
  • Finanza

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In today's fast-paced and security-conscious world, the need for a robust and secure communication platform for relationship managers and their clients has never been more critical. Enter Astero Cap, a groundbreaking application designed to redefine the standards of client-manager interactions in the digital age. At its core, Astero Cap is an innovative app that facilitates seamless, secure communication between relationship managers and their clients, ensuring confidentiality and integrity in every exchange. Security as its foundation, the app guarantees that all messages and documents are accessible only to the intended parties, effectively shielding sensitive information from unauthorized access and cyber threats. The user interface of Astero Cap is meticulously crafted for simplicity and efficiency. Relationship managers can effortlessly organize their clients into customizable groups, schedule meetings, and share important documents with a few taps. The app's intuitive design ensures that even those with minimal technical proficiency can navigate its features without hassle, making it an inclusive tool for clients of all demographics. Moreover, Astero Cap incorporates advanced features such as real-time notifications, investment approval capabilities, and a secure portal for storing sensitive documents. These features not only enhance the user experience but also streamline the workflow, allowing for more productive and meaningful interactions. To further personalize the communication, Astero Cap offers a range of customization options, from personalized greetings to customizable notification settings, ensuring that each interaction feels personal and tailored to the individual client's preferences. Data privacy and security are paramount in Astero Cap. The app employs state-of-the-art security measures, including biometric authentication and regular security audits, to protect user data and maintain the highest standards of privacy compliance. In summary, Astero Cap is not just an app; it's a revolution in secure client-manager communication. By combining cutting-edge security with user-friendly design and advanced features, it promises to set a new benchmark for privacy, security, and efficiency in professional interactions. Stay secure, with Astero Cap.
  • App Store di Apple
  • Gratis
  • Finanza

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ARX Capital VS.
Astero Cap

11icembre d, 2024