ARX Capital 对比 WF Backoffice 的使用情况和统计数据

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