Screenshots
Tentang ASK Wealth
ASK Wealth menempatkan portofolio investasi Anda di saku Anda. Pantau kepemilikan Anda di setiap tingkatan—keluarga, klien, dan akun—dengan dasbor yang jelas yang diperbarui secara real-time. Lihat valuasi terkini di semua aset Anda, lacak metrik kinerja termasuk IRR dan TWRR, dan tinjau alokasi aset Anda sekilas. Tetap terinformasi dengan notifikasi instan tentang aktivitas portofolio Anda. Akses berita pasar terbaru, wawasan, publikasi, dan analisis langsung di dalam aplikasi sehingga Anda dapat membuat keputusan berdasarkan kondisi pasar saat ini. Hasilkan laporan terperinci kapan pun Anda membutuhkannya, dan tarik data kinerja sesuai permintaan. Baik Anda memeriksa saat bepergian atau meninjau posisi sebelum rapat, ASK Wealth memberi Anda visibilitas yang Anda butuhkan untuk mengelola kekayaan Anda sesuai keinginan Anda. Klien yang sudah ada dapat menghubungi tim manajemen hubungan mereka jika Anda mengalami masalah akses.
Kelebihan & Kekurangan
Kelebihan
- Real-time portfolio dashboard across family, client, and account levels
- Integrated market news and analysis reduce need for multiple apps
- Generate detailed performance reports with IRR and TWRR metrics on demand
- Push notifications keep you informed of portfolio activity instantly
Kekurangan
- Requires account access through relationship management team for setup
- Real-time updates and notifications depend on stable internet connection
- Android-only; no iOS or desktop version for cross-device access
- Complex financial metrics may require investment knowledge to interpret accurately
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