As a customer of DoubleDividend, you can access our app, which provides a comprehensive overview of your investments, including both liquid and illiquid assets, managed across different custodians and investment advisors. The app gives you a clear view of your total assets and their performance.

You can track your overall returns, asset allocation, and monitor the monthly and yearly performance of your portfolio, along with other key metrics.

If you haven’t gained access to the app yet, please reach out to your advisor.

Note: This offer is exclusively available to customers of DoubleDividend.