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- JMFL Private Wealth
- JMFL Private Wealth Vs. HSBC Mutual Fund Invest Xpress
JMFL Private Wealth 與 HSBC Mutual Fund Invest Xpress 使用情況與統計
JMFL Private Wealth is a mobile application available to authorised users of JM Financial Limited application for wealth management.
JMFL Private Wealth provides interactive access to portfolios, holdings, transactions and performance data anytime, anywhere.
Key Features:
- Portfolio Performance: Performance details can be viewed for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.
- Holdings: It displays current portfolio of group/family by default which can be changed to view portfolio of family, Individual/owner (all channel/by channel) or Accounts lying under that group.
- Return Summary: Entire Portfolio level, IRR or TWRR return can be monitored for pre-defined period, selected period or since inception of family, Individual (all channel/by channel) or Accounts lying under that group.
- Transactions: Monitor transaction history for any selected period for Individual (all channel/by channel) or Accounts under that group.
- Allocation History: Asset class wise allocation history can be viewed for selected period or since inception of Individual (all channel/by channel) or Accounts under that group.
- Look Through (for Equity or Debt exposure analysis): User can explore Equity or Debt exposure analysis by selecting Equity or Debt asset class under Client’s portfolio.
- Reports: User can gain insights on investment journey with detailed reports generate for prospect clients at prospect family or owner/individual level with covering page, market commentary and Wealth overview of asset allocation by holder & asset class.
- Apple App Store
- 免費版
- 金融
商店排名
- -
Experience the joy of investing with the HSBC Mutual Fund Invest Xpress App
- Apple App Store
- 免費版
- 金融
商店排名
- -
JMFL Private Wealth與 HSBC Mutual Fund Invest Xpress 比較排名
比較過去 28 天的 JMFL Private Wealth 排名趨勢與 HSBC Mutual Fund Invest Xpress
排名
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各國 JMFL Private Wealth vs. HSBC Mutual Fund Invest Xpress 排名比較
比較過去 28 天的 JMFL Private Wealth 排名趨勢與 HSBC Mutual Fund Invest Xpress
無可顯示數據
使用我們的免費試用版,與所有網站進行比較
JMFL Private Wealth VS.
HSBC Mutual Fund Invest Xpress
12月 23, 2024