AEVITAS vs Ferguson Wellman

AEVITAS 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 Performance 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

The Ferguson Wellman investment portfolio application enables you to access your financial portfolio in a simple, refined interface powered by Black Diamond. The Ferguson Wellman team designs and manages customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. The firm has two divisions: West Bearing Investments for clients with assets starting at $1 million and its private family office, Octavia Group.