ACG Group

Stay in control of your portfolio with clear insights, secure access, and powerful tools – anytime, anywhere.

ACG Group app provides seamless and secure access to your investment portfolio, built for clients who value clarity, precision and control.

Designed for an effortless experience, the app brings together your key financial information in one place – so you can monitor performance, review positions, and stay informed wherever you are.

CLEAR. CONFIDENT. CONVENIENT.

Your portfolio is presented in a clean, intuitive layout. Track performance over time, understand what drives your results, and view changes as they happen.

A COMPREHENSIVE VIEW OF YOUR WEALTH

Move effortlessly between accounts, each with its own summary of value, results, and currency. Interactive charts provide a straightforward way to follow your monthly and yearly progress.

MEANINGFUL INSIGHTS AT A GLANCE

See how each asset contributes to your portfolio. Review top and bottom performers, explore attribution, and assess exposure across asset classes.

STRUCTURE THAT MAKES SENSE

Understand your allocation by asset type, sector and region. Clear breakdowns help you see the shape of your portfolio in seconds.

DAILY NAV & TRANSACTIONS

Stay informed with daily NAV updates and a full record of trades, cash flows, and account activity.

DETAILED POSITIONS

Access valuations, P/L, position size, and weights with ease. Switch between asset classes to review each part of your portfolio.

GENERATE PROFESSIONAL REPORTS

Download PDF or Excel reports tailored to your needs – performance, allocation, NAV, exposure, positions, transactions and more.

SECURE ACCESS WITH 2FA

Your data is protected with mandatory two-factor authentication. Login requires your credentials and a one-time verification code sent to your email. Biometric access (Face ID / Touch ID) is also supported for fast and secure entry.

BUILT FOR ACG GROUP CLIENTS

The app is available to clients with an active ACG account. It extends the full capabilities of the ACG Client Portal to your mobile device – delivering precision, reliability and ease of use.