View up-to-the-minute data on your portfolio's value, asset allocation, and performance.

Tailor your portfolio dashboard to focus on the key metrics and analytics that matter most to you.

Stay ahead with the latest market news, trends, and forecasts integrated directly into the platform.

Set and monitor financial objectives, ensuring your portfolio is on track to meet your short- and long-term goals.

Monitor all your assets in one place, making portfolio adjustments easier than ever.

Access clear and concise reporting to understand your investment journey fully.

Gain a comprehensive overview of your investments at a glance.

Compare your portfolio's performance against benchmarks and track progress toward your investment goals.

Use detailed analytics to make informed decisions and optimize your portfolio.

Access the tracker from any device, whether at home, in the office, or on the go.

Monitor your progress toward retirement or other financial milestones.

Analyze your portfolio and visualize it in easy-to-use chart so you can understand your portfolio better. Left no question unanswered. Identify what you did right and wrong.

Track historical dividends from your stock investments automatically, see forecasted dividend amount and plan for your future incomes.

Use in platform automated historical risk measurement and performance benchmarking to see how you are doing side by side with your preferred benchmarks in your own currency.

Instead of just displaying performance, Wealth Management Group investment platform digs deeper into each transaction to identify what were investors doing right and wrong.

Analyze portfolio performance by looking deeper into portfolio's current positions, aggregating historical gains and losses by ticker, sector, industry, country and asset classes.

Sharpe ratio: Compares an investment's potential return to its volatility. This can help investors make better decisions about their portfolio's path.

Trusted by investors in over 160+ countries, Wealth Management Group is your best portfolio tracking & reporting solution that helps you track all investments in one place.

Automated reporting offers a significant advantage in asset and wealth management. This technology not only saves time and reduces manual interventions.

Portfolio risk management enables clients to protect portfolio investments and balance the level of risk in there portfolio

Holdings-based style analysis can provide insights clients need to guide toward constructing a less risky portfolio.