WMS Portfolio app for iPhone and iPad

4.6 ( 9856 ratings )

Business Finance
Developer: L&T Capital Markets

Free

Current version: 1.1, last update: 7 years ago
First release : 10 Jan 2014
App size: 24.65 Mb

An application for Smart phones and Tablets allowing a user to get a snapshot of a client portfolio with L&T Capital Markets.
The users will be End Clients and Relationship Managers of L&T Capital Markets
Features
·         Single and Secure Login for viewing Portfolios of Individual Clients and Linked Family Members
·         Consolidated Snapshot of the Holdings across multiple Asset Classes
·         Asset Class Level Drill Down
·         Security Level Drill Down