What are the benefits of Unified portfolio?

Modified on Thu, 14 Nov at 3:45 PM

Scripbox's Unified Portfolio offers several advantages to enhance your investment management:

Comprehensive View: Consolidate all your investments, including those outside Scripbox, into a single platform for a holistic understanding of your financial standing.

Goal Alignment: Assign specific investments to particular financial objectives, such as retirement or education, enabling effective progress tracking.

Personalized Recommendations: Receive tailored advice based on your entire portfolio, helping you make informed decisions to optimize your investment strategy.



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