Private Invest

Tailor made wealth manager application for UniCredit Private Banking CEE client.

Private Invest is a wealth management application for UniCredit Private Banking clients. The app gives you the opportunity to follow your financial situation anytime, anywhere. Follow the evolution of your portfolio, get deep insight to your current cash and security holdings, asset allocation, portfolio performance and assets breakdown. Create your own Watchlist with your favorite securities, and easily check your transactions, dividends, or upcoming maturities. Your Banker will always provide you the latest product news and up to date recommendations. Finally, you will be able to execute your trades on your own or easily accept order drafts prepared by your banker. UniCredit Bank is constantly developing and upgrading the application with new features and functions to provide their clients a great user experience. If you are a UniCredit Private Banking client, contact your banker to find out more, and activate the application.

Private Invest has five main areas, which help you to navigate in the menu – Home, Wealth, Focus, Inbox and Profile. The main functions of the app are categorized in widgets in every area. Swipe the widgets left or right to see your portfolio from a different time perspective, or reach additional action buttons. Click on “More” to expand the widget and get full details.

Main widgets and functions are the following:

Portfolio evolution:
Portfolio evolution shows you the change of aggregated value of your assets within UniCredit Bank in your main currency. Swipe through different time horizons and analyze your portfolio from different perspectives. Keep your wealth under control by understanding how cash flows or evolution of your investments affected your overall portfolio..

Notifications:
Get notified about latest events happening in your portfolio. Do not miss any product news from your banker or upcoming maturity of your products. Swipe the notification left and right to mark it as read/unread, or to follow up in the conversation with your banker.

Messages:
Contact your banker easily. Request meeting, call, discuss content from the app or receive documents through this safe channel from your banker.

Product news & Orders:
Possibility to get the latest investment ideas from your banker in line with your profile. If you would like to find out more you can start conversation with your banker, check the vid