As a customer of Petersen & Partners, you have access to our app which provides a comprehensive overview of your investments, both liquid and illiquid, regardless of how many custodians and investment advisors you use. The app provides a streamlined insight, understanding and overview of your total assets and their development.
The app shows your total return, security allocation, the monthly- and yearly development of the return and other important overall portfolio key figures.
Please contact your adviser if you do not already have access to the app.
Disclaimer: This offer is exclusively for customers of Fondsmæglerselskabet Petersen & Partners Investment Management A/S.