LC Wealth vs IRIS | Spark Capital PWM

LC Wealth is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

IRIS – Your Portfolio. Sharper Insights. Smarter Reporting. By Spark Capital PWM | Aligned for Tomorrow IRIS is the comprehensive portfolio insights and reporting platform by Spark Capital Private Wealth Management that transforms how clients and investment professionals interact with wealth data. Experience the full power of back-office capabilities through a clean, intuitive mobile interface — delivering portfolio tracking, performance analytics, and secure document access wherever you are. What Sets IRIS Apart? Unified Portfolio View Monitor positions, valuations, and asset allocations in real time with complete transparency. Client 360 Dashboard Access comprehensive client holdings, transaction ledgers, margin details, and performance metrics in one centralized view. Intelligent Reporting Tools Search, filter, and export data effortlessly for customized reporting and in-depth analysis. Role-Based Access Control Tailored user experiences designed specifically for clients and Spark PWM investment professionals. Enterprise-Grade Security Bank-level protection ensures complete data confidentiality and user safety across all interactions. Whether you need a quick portfolio snapshot or detailed performance analysis, IRIS delivers clarity, control, and confidence — eliminating complexity while maximizing actionable insights. Built for What's Next IRIS is architected to scale with your needs. Coming Soon: Real-time market data integration for instant portfolio updates Interactive visualization dashboards for dynamic data exploration Seamless integration across Spark PWM's complete digital ecosystem Manage your wealth with confidence — intuitive design, enterprise security, and 24/7 accessibility in one powerful platform."