We’ve listened to your feedback and we’re delighted to announce the addition of three brand new, highly requested features to our wealth management platform.
Here’s a simple breakdown of how they work, the benefits for you and your portfolio and what we'll be adding next over the coming weeks.
What’s the feature?
Advanced Portfolio breakdown
How does it work?
Navigating and analysing your portfolio in depth should be as simple as scrolling through your inbox or ordering an Uber.
Now it is. Our new feature allows you to effortlessly explore your profile in depth via three different filters - asset classes, currencies and legal owners.
How will it help me?
Detail is key to maximising the potential of your portfolio. This update provides you with more flexibility in analysing your investments on a much deeper level than before.
What tools can I use?
➔ View asset class exposure across multiple brokerage accounts.
➔ See the percentage of your portfolio denominated in EUR, USD, and other currencies.
➔ Access a comprehensive list of assets by holding entities.
What’s the feature?
Cashflow Planning
How does it work?
Predicting your future cash flow is vital to forecast your finances and avoid cash shortages in the event of rapidly changing markets or unexpected life events.
But, it’s a challenging task for individuals and families with diverse portfolios and cash flow events. Now, our new update gives you the tools to do this with ease and plan for the future.
How will it help me?
➔ Scenario planning for different cash flow events across specific owners on an interactive timeline.
➔ View running balance and understand when cash flow is insufficient to cover your capital obligations, and when you need to sell securities.
➔ Create different events in any currency: capital calls to a fund, purchase of a house, pro-rata company investment, or recurring rental income.
What tools can I use?
➔ Create a starting balance with existing cash or security accounts or add a custom balance (e.g. bank overdraft).
➔ Link events to existing or new assets in your portfolio.
➔ Create a variety of events – one-time or recurring, inflow or outflow, in any currency.
➔ Toggle or untoggle events for scenario planning.
Would it be useful to add screenshots showing the above four additions?
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What’s the feature?
Invite members to Othis
How does it work?
We wanted to make it easy for you to collaborate with advisors and family members in one place. Now you can invite members to Othis with the click of a button.
How will it help me?
Communicating over multiple devices or spreadsheets is time consuming and complex. Now, you can give members read-only access to selected assets, including documents, with the click of a button. Invited members can even join Othis for free.
What’s up next?
Quick actions
We’re giving you the tools to update your wealth in seconds. With ‘quick actions’ you can perform your most common actions, such as new transactions, price changes and new documents, in just a few clicks. You can even open quick actions anywhere within the product by using the shortcut command + K.
Request access to Othis and simplify the management of your assets today.
