Canaccord Wealth

iOS Universel / Finance

Key features of our app:
- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)
- Drill down from your dashboard to see all your underlying holdings
- See your money going in and out of your dealing and income accounts
- A secure place for all your important documents such as quarterly valuations and contract notes
- Secure messaging to directly contact to your Investment Manager."

Quoi de neuf dans la dernière version ?

A new section to display the asset allocation breakdown of your portfolios
A new account top-up feature to securely pay directly into your Canaccord accounts
Visual rebrand
Minor bug fixes