Entrust Family Office

Features Entrust Family Office

This app is only for clients of Entrust Family Office and offers them the following features:* Wealth overview which provides a dashboard with investments, accounts and performance summary* Portfolio holdings access with drill down capability of portfolio, asset class, security, unrealised gains and lot wise positions with IRR on open positions* Portfolio performance analysis across different time periods with time series of graphs, IRR at portfolio, asset class and security level* Performance of individual securities against benchmark* Asset Allocation with charts* Investment transaction history* Clients can email all the above reports through the Reports section