Curmi Digital Wealth

Curmi Digital Wealth

Curmi & Partners Limited is very pleased to announce the launch of its Curmi Digital Wealth platform. This is the culmination of a long journey we have been on, a journey that has involved the transformation of the way we work internally, resulting in the achieving of a number of major milestones in our lifetime. Curmi Digital Wealth (or “CDW”) is a fully automated digital platform that allows our clients to follow their investment portfolio on a 24/7 basis. The platform provides full insight into all transactions that have been executed on our clients’ behalf, giving them the ability to view their portfolio at any point in time.

Here are some of the key advantages and insights it provides:

  • Full transparency on all transactions
  • 24/7 access, from the comfort of your home, or anywhere else you would like to view your investment portfolio from
  • Digitally enabled to be viewed on any device
  • Insight into all holdings, and individual performance of each holding
  • Full cash account visibility
  • Full flexibility on viewing options
  • Graphic displays designed to assist you to analyse your portfolio from many aspects
  • Data downloadable to a variety of formats
  • All within a highly secure and safe environment

The insight and depth of information that CDW provides will enable our client to view and analyse their portfolio in many different aspects, helping them understand the risks they are taking, and the returns being achieved.

This new CDW will transform the way that we communicate with our clients and will become the repository for a wide array of information, such as contract notes, valuations as well as several other reports that we shall be making available to clients. It is the beginning of an exciting journey that will transform in many ways the business we run and the services that we offer.

CDW In Action