Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios.
Features:
Portfolio reporting
Quickly review your portfolio, check information on the product, sector, region and currency allocation, risk coefficients, its historical performance and return analysis. Find the best and the worst performers and the top holdings of the portfolio.
Funds information
Find information on funds and products available, their prices, and historical performance, view different funds/products documents.
Simulation
Simulate asset allocation for the new investment opportunities.
News
Read the latest news, comments, and live webcasts provided by the investment management company.
Contact
Contact the personal advisor by email, chat or popular communicators.
Available in English.