Track expenses and manage budgets with real-time account balance updates. Log transactions and receipts on the go. Sync data securely via Dropbox or iCloud with end-to-end encryption. View financial summaries and export reports.
Manage investments with access to a wide range of fund types including money market funds, index funds, and private equity. Use tools for fund selection, valuation, and portfolio management. Set up automatic investments and regular contributions.
Organize tax documents by uploading or scanning receipts, 1099s, 1098s, and W-2s. Retrieve tax forms automatically. Store files securely with bank vault encryption. Sign documents electronically and share with tax professionals.
Track stock and fund prices with real-time data. Place trades quickly with one-click ordering. Use smart tools to filter stocks, analyze investments, and set price alerts. Access investment advice through live sessions and expert recommendations.
Receive real-time global financial news and event updates. Track economic reports, market trends, and geopolitical developments. Access in-depth analysis and investment education. Engage with community discussions and expert insights.
Convert currencies with a built-in calculator and exchange rate widget. View historical charts and 5 years of live data. Access over 160 currencies offline. Use dark mode and gesture-based navigation. Sync with watch for on-the-go checks.
Manage budgets, mortgages, and loans with compound interest and tip calculations. Use speech voice for accessible feedback. Keep equation history, view real-time results, and export data to email or CSV.
Track expenses across multiple accounts including checking, savings, cash, and credit cards. View customized reports, schedule transactions, reconcile entries, and set recurring payments. Add receipt attachments and manage budgets on-the-go.
Manage transactions and access financial data anytime
Manage invoices, track expenses, and record transactions. View financial reports and manage cash flow. Sync with software and access data from multiple devices. Support GST compliance in India, Australia, and Canada.
Open a stock account 24/7 for A-shares, Hong Kong stocks, and funds. Trade stocks, funds, and bonds with real-time quotes. Access AI-driven investment advice, portfolio analysis, and personalized wealth management.
Track and manage bills with automatic reminders and due date alerts. Set payment amounts and frequencies. Sync data across iOS devices and Mac. View payment history and export records. Receive notifications for upcoming payments.
Track stock prices and portfolio performance with real-time data and technical analysis tools. Sync data across iPhone, iPad, and Mac. View , set alerts, and receive free upgrades. Manage investments and monitor market trends.
Comprehensive insurance and financial services app.
The app offers comprehensive financial services including insurance, claims processing, and health management. Users can access a wide range of products and personalized services for their insurance and financial needs.
Track expenses, set budgets, and monitor spending habits. Receive alerts for transactions. Create custom financial goals. View detailed spending reports. Sync data across devices. Access premium features for advanced budgeting and financial planning.