Walker Crips vs CREFC Connect

- Account overview: Get a clear overview of your investment portfolio, including asset and cash balances and overall valuations. - My holdings: A breakdown of each of the individual holdings in your portfolio, displaying the number of units held, the cost of the holding, its current price* and your gain/loss. - Transaction history: Track and review your investment transactions with our comprehensive Transaction History page. - Communications: Stay organised and informed with this feature which conveniently lists all important account-related correspondence, such as trade confirmations, statements and letters. - Account management: Take control of your account with our Account Management section, enabling you to easily update contact details, manage linked accounts and regularly change your password for added security. At Walker Crips, we are committed to providing exceptional investment management services. Our app is designed to offer you a seamless and intuitive experience, combining convenience with powerful features. *Current price is based on 15-minute delayed price, or last available price as provided by our market price vendor. Walker Crips Investment Management Limited cannot be held responsible nor liable for the accuracy of the price data. If you notice market price discrepancies, please notify your investment manager.

Connect and Engage with peers around the commercial real estate finance industry with the CREFC Connect App. This app is designed to help members maximize their membership experience. Get the latest news and information, learn about and register for upcoming events, and stay engaged with other CREFC members. Through technology we hope to make it easier to stay connected, informed, and participate in CREFC! Features Include: Member Directory Conference and Event Calendar News Feed Member-to-Member Messaging Document Resources & More!