deVere Core Portfolio Tracking vs CreateMyPortfolio

Access your holdings, premium payments and future offers directly from your mobile or tablet. deVere Core is a cutting-edge mobile app created specifically with our clients in mind, available for use on multiple platforms. Whether you want to check on your security holdings, cash movements, premium payments or transactions details, deVere Core conveniently displays your investment portfolio in one secure place, making it easier to monitor your performance and keep track of cash movement than ever before. Your entire financial portfolio, easily accessible in one secure place. deVere Core is an easy-to-use portfolio tracking app, that allows you to access your security holdings, cash movements, premium payments or transactions details wherever you are. Achieve goals It is imperative to evaluate your portfolio in the light of your financial goals. Whether it is retirement or homeownership, the key is to evaluate your portfolio's ability to help you reach your goals. Save Time Need to view your investment portfolio on the go? deVere Core has got you covered, with access to the important information you need, clearly displayed through your Portfolio Overview & Breakdown Chart. Get a Better Insight Want to stay ahead of the markets? By viewing the base values of your funds in the Security Holdings tab, you’re able to identify potential gains or losses before they happen, improving your portfolio’s overall performance. Investment Tracking On The Go Stay well informed using information from your Cash Movement, Cash Holdings, Premium Payment and Acquisitions & Disposals tabs. Monitor your portfolio activity with ease, gaining a better understanding of your spending and saving patterns. Receive the latest World News Keep up-to date with the latest financial and economic news from around the world! Keep in touch Have a query or require financial assistance? Contacting your consultant has never been easier. Choose which method suits you the best, then contact your Financial Adviser directly from within the deVere Core App. Monitor performance A vital part of the investment process is to monitor the performance and the market trends on a regular basis. The Security Holdings section provides you the base value of each fund you possess and helps identify any potential gain or loss.

Creating ​Bespoke Investment Themes​ Enables everyone to build personalized indices and portfolios Transforms the value chain, democratizes indexing technology​ Comes as a user-friendly mobile and web app