The new home for all your wealth

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Access your dedicated team

Track your wealth across Family members

Track your wealth in one place across family members

  • tick Portfolio and performance view by Asset Classes
  • tick Filter by assets with Edelweiss and held-away assets
  • tick View portfolio at family level along with individual client level
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One view of your holdings

Get a quick view of your holdings data with:

  • tick Portfolio growth over time
  • tick Investment across asset classes
  • tick Ability to check your liabiltiies
Access your dedicated team
Access your dedicated team

Compare your Portfolio Performance

Check how your portfolio is performing including comparison with benchmarks.

  • tick Track performance across asset classes
  • tick View performance of individual instruments
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View past and upcoming transactions

Check status of past transactions and view transactions that are coming up:

  • tick View corporate actions that will impact your portfolio
  • tick Apply various filters to narrow down transactions
Access your dedicated team
Access your dedicated team

Access your dedicated team

Your dedicated team of Relationship Manager and Customer Experience Officer is just a call away for:

  • tick Conducting in depth reviews of your portfolio
  • tick Analysing information and preparing plans that suit you the best
  • tick Completing risk analysis
  • tick Designing financial strategies
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Enable Views for your Family Account Manager

Add your Family Account Manager to your account to view your portfolio and much more:

  • tick You can select the family member they can have access
  • tick Access can always be enabled/disabled from settings
Access your dedicated team

Get insights and analytics for your portfolio with

beautiful visualisations and charts