Cashel Family Office

The Cashel Family Office mobile application enables clients the ability to:​
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-Review all their investments and portfolios in one place​
-Consolidated view of Praemium SMA, Praemium Super and over 80 other linked investment and brokerage accounts​*
-Review portfolio performance and transactions​
-Analyse investment holdings and movements​
-Communicate directly with their family office relationship team​
-Download statements and review notifications.

*Note view access to third-party investment accounts will be subject to execution of the Cashel Managed Services Agreement.