deVere Core-Portfolio Tracking

deVere Core is a revolutionary mobile application designed specifically for our clients, available on multiple platforms. It provides a convenient and secure way to access your entire financial portfolio, including security holdings, cash movements, premium payments, and transaction details. With deVere Core, you can easily monitor your portfolio's performance and keep track of cash movements, all in one place.

One of the main benefits of using deVere Core is the ability to achieve your financial goals. By evaluating your portfolio in relation to your goals, such as retirement or homeownership, you can make informed decisions about your investments and ensure they are aligned with your objectives.

With deVere Core, you can save time by accessing your investment portfolio on the go. The app provides a clear and comprehensive overview of your portfolio, including a breakdown chart, so you can quickly and easily view important information wherever you are.

Stay ahead of the markets with deVere Core's insightful features. By viewing the base values of your funds in the Security Holdings tab, you can identify potential gains or losses before they happen, giving you a better understanding of your portfolio's performance.

Investment tracking has never been easier with deVere Core. The app allows you to monitor your portfolio activity through various tabs, such as Cash Movement, Cash Holdings, Premium Payment, and Acquisitions & Disposals. This gives you a better understanding of your spending and saving patterns, helping you make more informed investment decisions.

Stay up-to-date with the latest financial and economic news from around the world with deVere Core. The app provides access to the latest world news, ensuring you are well-informed and able to make strategic investment decisions.

Finally, deVere Core makes it easy to stay in touch with your financial consultant. You can contact your consultant directly from within the app, using your preferred method of communication. This allows for seamless communication and assistance whenever you need it. Plus, with the ability to monitor your portfolio's performance and market trends, deVere Core helps you stay on top of your investments and make the most out of your financial portfolio.