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