Get an overview of all your investments with Proveo WMS

 

It can be challenging to keep an overview of your investments if you have several different asset managers who may also be managing several different custody accounts. That is why we have developed our app, Proveo Wealth Monitoring System (WMS).

Proveo WMS is for you who wants to maintain the daily overview of all your investments with respect to value, return, benchmarks and much more.

Everyone can use Proveo WMS – even if you’re not a client of Proveo.

Keep reading to learn more about what you’ll get with the app.

 
 
 
 
 

 

Investment overview

Get an overview of how your investments are performing

 

Get a quick overview of all your investments across all asset managers. You choose the period for which you want to get an overview.

Get an overview on different levels:

Move from a general level with information about all your investments to more specific levels with information about each of your asset managers and custody accounts.

The general level:

  • Get an overview of the performance of all your investments.

  • See how your investments are allocated to the different asset managers.

  • See the return for each asset manager in the chosen period.

  • Compare your investments with your chosen benchmark.

The asset manager level:

  • Get an overview of how your investments realized by this asset manager are performing.

  • See how the investments of the specific asset manager are allocated between different custody accounts.

  • See the return of each custody account for the chosen period.

  • Compare the investments of the specific asset manager with the chosen benchmark.

Custody account level:

  • Get an overview of the performance of the different custody accounts.

  • See the return of the custody account for the chosen period.

  • Compare your investments in the specific custody account with the chosen benchmark.

 
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Benchmarks

Stay updated on how your investments are performing compared to the market


Compare your investments with a wide range of market indexes and passive investment fonds. Set up your benchmarks under “Settings” > “Benchmark”.

  • You can choose your benchmark within the following investment categories:

    • Stocks.

    • Bonds.

    • Cash.

    • Alternatives.

  • Get a more correct benchmark by constructing your own based on your risk profile and/or the composition of your portfolio.

  • You can construct a benchmark both for your overall investments and for each of your asset managers.

 
 
 
 

 

Notifications

Stay updated on important news

 

With notifications from Proveo WMS, you never have to worry about overlooking events in relation to your investments – we’ll keep you updated.

  • Get continuous updates about:

    • The performance of your portfolio.

    • Market news.

    • Proveo news.

    • Other.

  • Choose the types of notifications you want to receive.

  • Keep your inbox from becoming a mess by making sure that old messages are deleted continuously.

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Contact

Get help when you need it


If you have any doubts or experience any problems with the app, you can quickly and easily get in contact with us via the contact page.

As a client of Proveo, you can:

  • Get directly in contact with your personal advisor via the contact page.

  • Contact your advisor via:

    • Phone.

    • Email.

As a self-service user of Proveo WMS, you can:

  • Contact us via:

    • Phone.

    • Email.

 
 
 
 

Setup

Get started with Proveo WMS in 2 minutes

 


Get started with Proveo WMS in 2 minutes by following 3 simple steps:

  1. Download Proveo WMS in the App Store.

  2. Open the app, press “Get started”, and fill in your information.

  3. Log into the app and add the banks and custody accounts of your choosing.

After following these steps, you immediately get an overview of your investments.

NOTE: You don’t have to leave the app to add the banks – all you have to do is enter your login for the bank in question.
 

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Security

You can feel safe when using Proveo WMS

 


As it is important to us that you feel safe using our app, we’ll explain you a little bit about the security behind the app.

When you add a bank to the app, you’ll be asked to enter your login for your net bank.

This can feel a bit overwhelming which is why it is important for us to emphasize the following:

  • Proveo does not have access to your full economy – only the custody accounts and related accounts you have requested Proveo to monitor. That is, Proveo can see values and transactions from you net bank on selected deposits and related cash accounts.

  • Nobody else than you and Proveo can see your data (value, historical transactions and updated allocations).

  • It is not possible to transfer money or perform any transactions in the app or in our internal administration system – not for you or Proveo.

  • Proveo uses the same safety standard for data communication as the banks. Furthermore, Proveo has chosen to encrypt your data further with a strong encryption algorithm.

  • The access to your accounts cannot be abused by Proveo or any outsider.

  • Your data is stored in a Microsoft data center that lives up to the highest safety standards.


We take good care of your data.