Key features of our app:- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)- Drill down from your dashboard to see all your underlying holdings - See your money going in and out of your dealing and income accounts - A secure place for all your important documents such as quarterly valuations and contract notes- Secure messaging to directly contact to your Investment Manager."Keywords: CG Investments, CGWM, Canaccord Genuity Wealth Limited, Canaccord
CGWM Investments
