My LO

Description

My LO – Your Wealth, Clearly in View
All your investment portfolios, from every angle.

Discover the new and improved My LO app. redesigned to deliver a more seamless, intuitive, and personalized experience. With a focus on innovation and excellence, this latest version introduces powerful enhancements to portfolio insights, advisory services, and digital banking features.

A Smarter Way to Explore Your Portfolios
Navigate your investments effortlessly with the new Portfolio Explorer.
- View all your portfolios in one place, organized by mandate.
- Instantly see invested amounts and year-to-date performance.
- Set your preferred portfolio as your default home screen view.

Intuitive Navigation, Reimagined
The redesigned Dashboard offers a clearer, more user-friendly experience.
- Quick links give you one-tap access to key information.
- Dynamic treemap view let you explore asset allocation by asset class or currency with ease.

Deeper Insights into Every Position
Each investment position now includes:
- Enhanced visuals with company logos.
- Exclusive Lombard Odier research for equities and bonds.
- Comprehensive data on investment funds.

Simplified Display Settings
Customize your portfolio view effortlessly.
- Optimized default settings for smoother navigation.
- Easy access to display preferences.

Advisory at Your Fingertips
For clients with an advisory mandate:
- A fully redesigned advisory space for a more fluid and interactive experience.
- Receive personalized investment ideas and proposals directly in the app.
- Monitor your portfolio’s health with integrated “health checks.”

All Your Digital Banking Services in One Place
The My LO app supports a full suite of secure digital services:
- Online payments
- Electronic signature of banking documents
- Online FATCA recertification
- Digital payment confirmations
- Remote digital authentication
- Electronic signature for account opening

Need help activating these services? Your relationship manager is here to assist.

Key Features at a Glance
- Home: A colorful dashboard summarizing your key information.
- Portfolio: Detailed views of your holdings, transactions, and performance by asset class or currency.
- Financial Markets: Stay updated with market news (15-minute delay) and manage your watchlist.
- Secure Messaging: Communicate securely and confidentially with your banker.
- Documents: Access and open your financial reports with ease.
- Advisory: Receive tailored investment ideas (for advisory mandates).
- Publications & Research: Access exclusive Lombard Odier insights based on your profile.
- Events: Get notified about exclusive Lombard Odier events.
- Push Notifications: Stay informed about important updates to your accounts.