Taiko Private Wealth

The Taiko Private Wealth app is a secure mobile application that gives clients a clear, consolidated view of their entire investment portfolio in one location. Users can access a comprehensive breakdown of their total portfolio, by account, strategy, or individual positions, helping them understand how their portfolios are structured and how they are performing over time.

In addition to portfolio visibility, the application includes a secure document vault for convenient and encrypted access to important financial materials. Clients can view custodian statements, tax documents, consolidated reports, and market research insights published by our investment committee, all protected by industry-standard security measures to ensure privacy and data protection.