CH Capital

INTEGRATED TRUST MANAGEMENT

Access complete information about your trusts securely and conveniently from your mobile device. View, analyze, and track your trust investments anytime, anywhere.

KEY FEATURES:

• TRUST PANEL
View all your active trusts with key information such as folio, alias, account, and current status.

• ASSETS AND EQUITY
View the detailed composition of your assets in Mexican pesos (MXN) and US dollars (USD). Interactive charts show the distribution by sections and percentages for a better understanding of your portfolio.

• FINANCIAL TRANSACTIONS
Review the complete transaction history: deposits, withdrawals, purchases, sales, and returns. Detailed information for each transaction, including date, description, issuer, unit price, rate of return, fees, and taxes.

• OUTSTANDING PAYMENTS
Stay on top of your obligations. View outstanding balances, due dates, and total amounts clearly and concisely.

• DETAILED REPORTS
Access specialized reports organized by section. Download and view important documentation for your trusts with a single tap.

• TRUST INSTRUCTIONS
View details of issued instructions, their execution status, category, amounts, and related comments.

• INVESTMENT PORTFOLIO
- Demand deposits with balance and return information
- Fixed-term deposits with maturity dates and rates
- Securities from issuers with details of securities and quotes
- Real estate with valuations and characteristics

• DETAILED TRUST INFORMATION
Access complete data, including technical committee, guarantees, fees, signing and termination dates, initial contributions, and more.

BENEFITS:

- Real-time information
- Intuitive and easy-to-use interface
- Graphical visualization of complex data
- Secure access to your trust information
- Available 24/7 from anywhere
- Stay informed to make better decisions

SECURITY:

Your information is protected with secure authentication and encrypted connections. Only you have access to your trust data.

SUPPORT:

Need help? Our team is available to assist you with any questions about the app or your trusts.

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Download now and manage your trusts right in the palm of your hand.