Private Invest
By UniCredit S.p.A.
Private Invest is a wealth management software for UniCredit Private Banking clients. The app provides you the opportunity to comply with your monetary scenario anytime, wherever. Follow the evolution of your portfolio, get deep insight to your current cash and safety holdings, asset allocation, portfolio efficiency and belongings breakdown. Create your individual Watchlist together with your favorite securities, and simply verify your transactions, dividends, or upcoming maturities. Your Banker will always present you the newest product news and updated recommendations. Finally, it is possible for you to to execute your trades by yourself or simply settle for order drafts prepared by your banker. UniCredit Bank is continually growing and upgrading the applying with new options and capabilities to provide their shoppers an excellent user expertise. If you are a UniCredit Private Banking shopper, contact your banker to find out extra, and activate the application.
Private Invest has 5 primary areas, which allow you to to navigate within the menu – Home, Wealth, Focus, Inbox and Profile. The major features of the app are categorized in widgets in every space. Swipe the widgets left or proper to see your portfolio from a unique time perspective, or attain extra motion buttons. Click on “More” to expand the widget and get full particulars.
Main widgets and capabilities are the next:
Portfolio evolution:
Portfolio evolution shows you the change of aggregated worth of your belongings within UniCredit Bank in your main currency. Swipe by way of completely different time horizons and analyze your portfolio from different views. Keep your wealth underneath control by understanding how money flows or evolution of your investments affected your overall portfolio..
Notifications:
Get notified about latest occasions taking place in your portfolio. Do not miss any product news from your banker or upcoming maturity of your products. Swipe the notification left and proper to mark it as lea
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