Wealth Dashboard
Manage your assets
- Your investment portfolio in one overview
- Immediate insight into your investment result
- Also per individual instrument
Your investment portfolio and results in one clear overview
In the Wealth Dashboard, you have an overview of your portfolio and the price results at a glance. You can see the total assets, but you can also see the individual investment products including the associated results. The Wealth Dashboard provides a clear overview and is easy to operate. Do you have Investment Advice or Portfolio Management? Then you can use the Wealth Dashboard. The Wealth Dashboard is available to ABN AMRO MeesPierson customers with Self Directed Investing Plus, Investment Advice and Portfolio Management.
This gives you access to the Wealth Dashboard
1. Select a portfolio in Internet Banking
2. Click on 'Wealth Dashboard'
3. View your portfolio and result in the updated Wealth Dashboard
The Wealth Dashboard: clear and easy to use
Would you like to view your Wealth Dashboard? You can log in directly with the button below. When you are logged in to Internet Banking, select an investor account under ‘Investment’ and then ‘Wealth Dashboard’ to load your dashboard.
The benefits of the Wealth Dashboard
- Instant insight into how the value of your investments has developed since the beginning of the year and how your portfolio is compiled
- One-click access to all your investment instruments
- Rapid insight into how your shares are spread across different regions and sectors
- Insight into the results per individual investment instrument. Your investment results are available as from the start of your investment, monthly, quarterly and annually
- View the opinion of our analists on individual shares
- Also access for customers with Investment Advice: any difference compared to the chosen profile is noticeable
- Access to the Sustainability Dashboard for customers with Portfolio Management and Investment Advice