PFM Client App vs My R2O

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.

KEY FEATURES Contract at a Glance View your contract details, asset information, and contract progress in one place. Track how much you've paid, your monthly payment amount, and your remaining balance. Easy Payments Make your monthly payment securely through your preferred payment method — AYA Pay, CTZPay, OK$, KBZPay or Wave Money. Choose to pay a single payment, several at once, or complete your rental plan early. Payment Schedule & History See your full payment schedule with due dates and statuses at a glance. Review your complete payment history and transaction details whenever you need them. Loyalty Rewards Maintain a good re payment record and track your progress toward becoming eligible for exclusive Loyalty offers. In-App Support Get quick answers from our AI assistant, or connect with a live support agent when you need extra help. Secure & Private Log in quickly and securely using your PIN or biometric authentication (fingerprint/face). Your personal and financial information is protected with industry-standard encryption. Available in English and Myanmar (Burmese) Rent 2 Own (R2O) helps you get the products you need today, with a clear and manageable rental re payment plan. Download the R2O Client App to take control of your renting journey. For support, contact us at johnny@r2omm.com or use the in-app chat.