Finance | 4.8MB
The TAVA app is the quick and easy access to the customer portal TAVAGROUP for customers of TAVA partners and TAVA Wealth Management. It provides an overview of consolidated customer deposits incl. All securities, insurance and bank accounts.
Your personal login, please contact your advisor.
- Consolidated balance sheet including all fund units, insurance, investments and bank accounts.
- Query the current deposit portfolio
- Factsheets for each fund, including performance, risk and return, key figures, profit & loss, asset allocation
- Overview of previous transactions
- Display the value of your deposits
- Indication of the composition of your portfolio
- Current Market
- Realized gains and yearly performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF documents
- Filing of order orders directly from the app
- Securities order detected directly in the app
- General security info