Your digital access includes the following features:
• View Performance for the entire Family / Individual Client / Advisor
• Deep dive into portfolio analytics, asset class numbers compared with benchmarks.
• Dashboard settings option to change required filters and view data
• Deep Dive into Product Wise Holdings
• Analytics of long-term or short-term gain/loss, Benchmark comparison
• Manage Mutual Fund Order Placement/Execution
• Fund Fact Sheet & Market Data View
• View Holdings & Transactions
• Download reports for any period

* Exclusive Access Required
* Available only to Spark Capital Private Wealth Management clients.