QuilterCheviot 4+
Your portfolio viewer
Quilter & Co. Ltd
Designed for iPad
-
- Free
Screenshots
Description
Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device
•Asset allocation by bar and pie chart
What’s New
Version 2.0.1
Minor updates and improvements including some Dark Mode visual improvements.
Ratings and Reviews
Touch ID
Well done Touch ID seems to be working now so let’s see......!
Improved logon? I don’t think so
After latest update Aug18 to improve finger print logon (worked great prior to this), I now have to enter my user name and password to then use my finger print!
Yeah great update. Did anyone even test it before releasing it?
Update: All sorted thank you
Developer Response ,
Sorry to hear you are still having a problem! After checking that you have upgraded to the latest version, you could try disabling Touch ID and then logout, then log back in and re-enable it? The next time you login after that you should be back in action again.
If that doesn't help please do get in contact and we can see if we can help. Many thanks!
Shame you can’t see a trend….
Any chance of building in a trended view of the portfolio performance / valuation??
App Privacy
The developer, Quilter & Co. Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Quilter & Co. Ltd
- Size
- 8.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Quilter Cheviot
- Price
- Free