clarity Mobile Application

iOS Universel / Finance

The clarity mobile application allows registered clients of clarity to log in with their app and view valuations of their holdings, download a valuation report, and view or reply to their recent secure messages.

Key Features:

Online Valuation:
- View a summary and detailed breakdown of investments held on clarity managed platforms
- View their self-managed holdings
- View valuation by portfolio
- Download a valuation report
- View asset asset allocation by portfolio
- Download asset allocation reports

Portfolio management:
- Create and manage your custom portfolios.

Secure messaging:
- View your secure messages, reply to them or compose a new secure message

Self managed holdings:
- Create and manage your self managed holdings

Research:
- Investment Buy List
- Fund Focus
- Market Commentary
- Investment Update

Other:
- Support for biometric access

Please use the clarityONLINE website if you wish to manage checkpoint reporting approve IMS rebalances.

Going forward additional features will be added to the mobile app driven by our client feedback.

Information about clarity and our services can be found at:
https://www.clarityglobal.com

Quoi de neuf dans la dernière version ?

Addition of permissions management feature. This feature can be found under the Investments menu and allows you to view existing permissions (received or granted), add a new permission for someone to view your investments and delete a permission.