Welcome to the user-friendly app for Hood Sweeney Securities’ clients to securely view and report on their investment portfolio, check personal details and contact their financial adviser.
Hood Sweeney Securities Pty Ltd specialises in working with professionals, business owners and self-funded retirees to achieve their financial goals through strategic advice, value driven portfolio management and a tailored internal administration platform.
The app features include:
• Quick summary view via dashboard
• Viewing your personal details
• Total portfolio value and progress
• Transaction history since inception
• Target vs actual asset allocation
• Twelve month income forecasting
• Profit and loss reporting
• Top 5/Bottom 5 investments
• Market data
• Create your own share watchlist
• Contact your adviser
This app provides our clients with an easy-to-access summary snapshot of their financial information whenever and wherever they want.