Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
by Empower Annuity Insurance Company of America★ 4.8425,615 ratingsFinanceFreeData updated 2026-11-13
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Place buy, sell, amend, cancel, market, and limit orders. Trade call and put options. Subscribe to real-time quotes. Receive advisory notifications for investment opportunities. Create custom and smart watchlists.
The app provides access to client account information, market data, and trading capabilities. Users can view account details, contact clients, and monitor market shifts with real-time information.
Calculate readiness with financial projections and shortfall analysis. Track progress toward goals. Set and monitor dates. Access premium features for early shortfall detection and affordability assessments.
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.