This application allows users to easily log in using biometric fingerprint authentication or a password, providing a convenient and secure access point. It is designed to streamline the user experience, making portfolio management simpler and more accessible for clients of InCred Wealth.
The app offers a comprehensive view of the user's investment portfolio, displaying holdings across various asset classes. Users can access detailed information at the group, owner, or account level, giving them a clear and organized overview of their investments.
One of the key features is the ability to analyze portfolio performance by comparing holdings against relevant benchmarks. This helps users evaluate how well their investments are doing and make informed decisions based on performance metrics.
The application also provides functionalities to view transaction details, download various reports related to portfolio performance, and access statements for dividends, interest, and capital gains. For any questions or support, users are encouraged to contact their Wealth Manager or email care@incredwealth.com. The app is intended exclusively for clients of InCred Wealth.