We make it happen
WMP has developed an app that allows you easy insight into development and composition of your portfolio(s).
Login: log in with the pin code or if possible by your fingerprint or facial recognition.
Accounts: Your portfolios with current assets, return and total wealth are visible in the main screen.
Return: shows your return over the past 5 years and, under the button of the current year, a further breakdown of the year-to-date return is shown.
Distribution: the portfolio’s risk or asset distribution.
Portfolio: portfolio statement giving current positions, values, returns per position and totals per category.
Private Equity: overview of the Private Equity portfolio with real time values and valuation dates per position.
Menu: a page where the quarterly reports are placed can be found under the documents heading
Documents: An overview of available documents, that can be rotated, printed out and mailed after opening.