Private Invest is a wealth management utility for UniCredit Private Banking clients. The app provides you the chance to observe your financial state of affairs anytime, anyplace. Follow the evolution of your portfolio, get deep insight to your present money and safety holdings, asset allocation, portfolio efficiency and property breakdown. Create your individual Watchlist along with your favorite securities, and simply examine your transactions, dividends, or upcoming maturities. Your Banker will always provide you the most recent product information and updated recommendations. Finally, it is feasible for you to to execute your trades on your own or simply accept order drafts ready by your banker. UniCredit Bank is consistently creating and upgrading the applying with new options and functions to provide their clients a fantastic user expertise. If you're a UniCredit Private Banking consumer, contact your banker to search out out extra, and activate the appliance.
Private Invest has five major areas, which help you to navigate within the menu – Home, Wealth, Focus, Inbox and Profile. The primary 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 reach additional motion buttons. Click on “More” to expand the widget and get full details.
Main widgets and features are the next:
Portfolio evolution shows you the change of aggregated worth of your assets within UniCredit Bank in your major foreign money. Swipe through completely different time horizons and analyze your portfolio from totally different views. Keep your wealth under control by understanding how money flows or evolution of your investments affected your total portfolio..
Get notified about newest occasions taking place in your portfolio. Do not miss any product news out of your banker or upcoming maturity of your merchandise. Swipe the notification left and right to mark it as read/unread, or to observe up within the dialog along with your banker.
Contact your banker easily. Request meeting, name, discuss content from the app or obtain paperwork through this safe channel out of your banker.
Product information Orders:
Possibility to get the newest investment concepts from your banker consistent with your profile. If you would like to discover out extra you can start dialog together with your banker, verify the movies and other supporting supplies or save the concept for later. Once you may be convinced that the product is the right one in your portfolio, you'll be able to just in few clicks execute your investment in absolutely digital method. If you could have your own thought, just search among available products, and proceed with the order.
Get consolidated overview of your inside UniCredit belongings and different products like Cards, or Liabilities.
You can get an online update about standing of your live orders, perceive in section Operations the main points of transactions which were fully settled (buy/sell transactions, coupons dividends or maturities), monitor Performance of your portfolio or prepare for Upcoming maturity of your fixed income merchandise. Have an in depth view on your portfolio through multiple angles in Portfolio Breakdown part the place yow will discover all of your products sorted out in several classes.
Setup your individual KPIs and monitor the indicators the most relevant for you. Get a quick overview about performance of your portfolio, cash portion or finest performing product.
For the products that are yours most important, you presumably can setup your own Watchlist together with notification in case the price of the product brakes higher or decrease restrict you point out.
Read the newest market information from completely different sources and follow up in dialog with your banker to clarify potential impacts in your portfolio.
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