Triquetra Wealth

iOS Universel / Finance

Gratuit

Obtenir sur l'App Store

Triquetra Wealth mobile app allows you to view your portfolio, anytime and from anywhere.

The app combines a seamless and intuitive interface that gives you access to your complete portfolio, with all the below assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- AIF and other assets

Here are some of the things that you can do:

- View and download complete Portfolio report, including all assets.
- View historical Performance of your Portfolio
- Transaction statement for any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- SIP Report on your Running and Upcoming SIPs, STPs.
- Folio details registered with each AMC.

En voir plus...

Quoi de neuf dans la dernière version ?

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes