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Harbour Asset Management

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Harbour Asset Management puts your investment portfolio in your pocket

By HARBOUR ASSET MANAGEMENT LIMITED · Finance
Debuts score 68NewRate it first

Why we expect it: Clear, well-written listing with thorough features and security details that make the value easy to understand.

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About

Harbour Asset Management puts your investment portfolio in your pocket.

Designed exclusively for Harbour Asset Management clients, this app gives you secure, real-time access to your investment information — anywhere, anytime.

TRACK YOUR PORTFOLIO See your total balance, earnings since inception, and performance across all your portfolios at a glance. Drill into individual funds to understand exactly how your money is invested.

UNDERSTAND YOUR RETURNS View annualised, money-weighted returns after fees, with clear breakdowns by time period so you can see how your investments are tracking over time.

REVIEW TRANSACTIONS Browse your full transaction history — contributions, withdrawals, switches and more — with filters for portfolio, fund, date range, type and status.

EXPLORE YOUR ASSET ALLOCATION See exactly how your portfolio is spread across asset classes, with clear visual breakdowns to help you understand your risk and diversification.

ACCESS YOUR DOCUMENTS Download statements, tax reports, annual reports and fund/company reports directly to your device, filtered by portfolio, category or date range.

STAY INFORMED Read the latest market commentary and fund news from Harbour's investment team, so you always know what's driving your returns.

BANK-GRADE SECURITY Log in safely using industry-standard OAuth2 with PKCE, and unlock the app quickly with Face ID, Touch ID or a PIN. Your credentials are never stored on your device.

Harbour Asset Management is a leading New Zealand investment manager. This app is for existing clients with an active investment account — contact your adviser or our client team to get started.

Questions? Reach our support team directly from the app's Contact page.

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