PFM Client App vs SandDollar

Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, calculate performance for any timeframe, securely exchange files with Peak, and run custom reports. Additionally, can receive their quarterly statements electronically through the portal. Peak's custom client portal provides detailed portfolio information, such as: Summary Data - Quickly view balances, investment returns, and allocations on the account or total portfolio level. Detailed Performance - Calculate performance of your investment accounts managed by Peak with benchmark comparisons for any timeframe. Change the grouping to view performance by portfolio, account, asset class, asset category, or individual holding. Positions - See the market value, cost basis, and realized/unrealized gains/losses for each position throughout different time periods. Transactions - View all activity in each of your investment accounts. Easily filter for specific transactions or set custom timeframes. Document Vault - Securely share important information with Peak such as tax returns, insurance policies, estate documents, and financial statements. Clients can easily organize documents by creating specific folders. Required Minimum Distributions - If applicable, the portal will track the amount of client required minimum distributions each year and display whether or not those distributions have been satisfied. Quarterly Statements & Custom Reports - Clients can elect to receive their quarterly statement electronically via the portal and run custom reports on their own. Financial Planning - For those with a financial plan, clients can view important aspects such as their net worth statement, probability of success, and scenario summaries.

SandDollar is the official digital Bahamian currency wallet app that allows anyone in the Bahamas to: FEATURES • Send and receive digital Bahamian dollars securely to other Sand Dollar wallets and cards • Track transactions • Activate and deactivate payment devices and cards • Authenticate transactions with security features • Report lost or stolen payment device or card • Create personalized custom name • Check wallet balance for friends and loved ones Sand Dollar wallet ensures that your digital Bahamian dollars stay secure and safe with these security features: SECURITY • Login and authenticate transactions with Face ID, Touch ID or passcode • Multi-factor authentication with Sand Dollar Card PIN and OTP (one-time password) • Auto-lock when exiting and unlock with Face ID, Touch ID or passcode • Remote deactivation of payment devices and cards • Bank-level security FEEDBACK Send us feedback at psdsupport@movmint.io