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Developer's Description

With more than 9 billion CHF of assets under management, 1875 FINANCE is a leading Independent Asset Managers in Switzerland and Europe. A unique feature of our approach is our open-structure model focused on three areas of expertise: Private Clients, Multi-Family Office and Institutional Clients.

1875 Desk Mobile is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).

-It is a Wealth Management tool that tracks liquid and illiquid assets by collecting inventory, financial and contractual information.

-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.

-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.

Full Specifications

What's new in version 1.3.0

General

Release February 25, 2020
Date Added February 25, 2020
Version 1.3.0

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 9.0 or later. Compatible with iPad.

Popularity

Total Downloads 0
Downloads Last Week 0
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