Your entire financial portfolio, easily accessible in one secure place. deVere Core is an easy-to-use portfolio tracking app, that allows you to access your security holdings, cash movements, premium payments or transactions details wherever you are.
Need to view your investment portfolio on the go? deVere Core has got you covered, with access to the important information you need, clearly displayed through your Portfolio Overview & Breakdown Chart.
Get a Better Insight
Want to stay ahead of the markets? By viewing the base values of your funds in the Security Holdings tab, you’re able to identify potential gains or losses before they happen, improving your portfolio’s overall performance.
Investment Tracking On The Go
Stay well informed using information from your Cash Movement, Cash Holdings, Premium Payment and Acquisitions & Disposals tabs. Monitor your portfolio activity with ease, gaining a better understanding of your spending and saving patterns.
Receive the latest World News
Keep up-to date with the latest financial and economic news from around the world!
Have a query or require financial assistance? Contacting your consultant has never been easier. Choose which method suits you the best, then contact your Financial Adviser directly from within the deVere Core App.