The App to stay up to date on the progress of its portfolio through the following features:
Portfolio: you can consult your portfolio in aggregate form (by asset class, currency, sector and rating) and in analytical form by checking the details of each financial instrument held key information.
Budget: will monitor the contribution of the SIM Camperio management to capital contributed by the customer being able to consult all the filler and withdrawal movements carried out on the portfolio.
Performance: it will be possible to analyze in detail the gross or net portfolio performance, comparing them to the benchmark.
Repository: you can search directly from the portal all documentation (reports, briefings, communications) that the SIM sends to clients.