JMFL Private Wealth

JMFL Private Wealth is a secure mobile application for authorised JM Financial users to monitor and manage wealth portfolios on the go. The app gives interactive access to portfolio performance, current holdings, transaction history and comprehensive return summaries—designed for family, individual or account-level views across channels.

Key features include period-based performance analysis (pre-defined, custom or since inception), IRR and TWRR return summaries, detailed transaction monitoring, asset-class allocation history, and look-through exposure analysis for equity and debt. Users can generate client-ready reports with market commentary, cover pages and wealth overviews by holder and asset class. Built for private-wealth workflows, the app delivers timely portfolio analytics and reporting while ensuring access is restricted to authorised users.