Camperio Sim Pocket Portfolio

Features Camperio Sim Pocket Portfolio

The App to stay up to date on the progress of its portfolio through the following features:Portfolio: you can consult your portfolio in aggregate form (by asset class, currency, sector and rating) and in analytical form by checking the details of each financial instrument held key information.Budget: will monitor the contribution of the SIM Camperio management to capital contributed by the customer being able to consult all the filler and withdrawal movements carried out on the portfolio.Performance: it will be possible to analyze in detail the gross or net portfolio performance, comparing them to the benchmark.Repository: you can search directly from the portal all documentation (reports, briefings, communications) that the SIM sends to clients.