If we could use one word to describe our hope for the Urvin platform, it would be “friendly.” 

• User-friendly 

• Investor-friendly

• Data-friendly 

What can we say? We just like people. 

And that’s exactly why we want you to have an intuitive platform at your fingertips, one that connects the dots between your investments and your ambitions, between your communities, and your quest to learn more. 

Over the next few weeks, we’ll be rolling out a series of features offering a closer look at each of the Urvin platform’s unique features. We’re calling our new series Feature Features. 

(We tossed around a few better series titles, but…well…here we are.)

Our goal, as always, is to keep things super friendly and super informative by giving you the lowdown on each platform feature:

• What it is; 

• How it works; 

• What you can do with it; and 

• What makes it so cool.

Think of this as the user’s manual for your Urvin vehicle. Now let's hit the road.

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Portfolio Component

What It Is

Your personal portfolio at a glance, every time you sign on.

Where It Is

In the center of your Hub, just to the right of the Top Movers in Watchlist Component.

How It Works

The Portfolio Component shows quick summaries of:

• Your Connected Portfolios;

• Your Self-Reported Portfolios; and

• Your Connected and Self-Reported Portfolios Combined.