This is a demo version of the Nicola Wealth mobile app, exclusively for Nicola Wealth clients, allowing users to conveniently access investment portfolios at any time.
Some key features of the app include:
- Detailed view of asset allocation and the diversification in investment portfolios
- A deep dive into returns
- Breakdown of different accounts
- Ability to sort and filter through transactions
- Additional resources including direct links to newsletters, blogs and podcastfill