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- ARX Capital Vs. Harbour
ARX Capital 对比 Harbour 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
- Apple 应用商店
- 免费
- 金融
商店排名
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This app is tailor-made for Harbour clients, providing relationship managers with an intuitive platform to effortlessly navigate through securities, compute investment allocations, and craft tailored investment proposals for client approval. The automation embedded within this solution liberates relationship managers from the lengthy task of manual formatting, allowing them to channel their efforts into the core aspects of investment management. Moreover, Harbour plays a pivotal role in minimising risks and human errors, which are often prevalent in the extensive and bureaucratic process of creating investment proposals.
Harbour clients have opportunity to streamline and enhance portfolio management processes and tools, thereby easing the burden for portfolio management and boosting their productivity. This approach aims to alleviate manual tasks, allowing relationship managers to focus on value-adding client-facing activities, enhance client engagement, foster trust and reduce client churn. Harbour prides itself on being highly secure and compliant with all the necessary regulations.
Stay efficient, with Harbour
- Apple 应用商店
- 免费
- 金融
商店排名
- -
ARX Capital与Harbour排名比较
对比 ARX Capital 与 Harbour 在过去 28 天内的排名趋势
排名
没有可用的数据
ARX Capital VS.
Harbour
十二月 12, 2024