Neo Wealth

Description

Neo Wealth is your one-stop solution for real-time insights on your portfolio performance – anytime, anywhere.

It empowers you with all the tools to make informed, confident decision.

Here’s how Neo Wealth transforms your investment experience:

Get A Simplified Overview Of All Your Investments

Manage your portfolio in one app—no more juggling platforms or spreadsheets.

Get real-time snapshots of investment value, asset allocation, and performance metrics.

Quickly assess portfolio health or dive into asset details for a deeper look.



Make Informed Investing Decisions With Smart Analytics

Advanced tools reveal portfolio trends, exposure, and diversification insights.

Benchmark against markets and adapt strategies with actionable data.

Neo Wealth empowers you with insights beyond basic tracking.



Enjoy Dynamic Reporting At Your Fingertips

Generate tailored reports on asset breakdowns, transaction summaries, and performance metrics.

Choose PDF or Excel formats for secure sharing and easy storage.

Stay informed with reports suited to your needs, anytime.



Stay On Top Of the Markets With Curated News

Access timely, relevant news on market trends and economic events.

Insights are personalized to your investments, enabling informed decisions.

Get up-to-date context with a quick scroll or an in-depth read.



Get Direct Access To Your Financial Team

Connect with your Relationship Manager and Client Service Officer easily.

Receive updates and alerts on reports or changes impacting your portfolio.

Neo Wealth keeps your financial team just a message away.



Experience Enhanced Security For Peace of Mind

High-level encryption and secure access protocols keep your data safe.

Password-protected files ensure the privacy of sensitive information.

Robust security measures allow you to focus on investments worry-free.



Navigate Effortlessly With An Intuitive Design

User-friendly layout for quick access to your portfolio, reports, insights, and communications.

Save time by finding what you need quickly, focusing on your financial goals.