The app provides an overview of total assets and yesterday's earnings. It offers fund information, account services, data tools, and news for various user needs.
Manage finances with real-time account access, transfer funds, and track expenses. Set up savings goals and view transaction history. Monitor balances and receive alerts. Access banking services 24/7 without fees or minimum balances.
Manage business transactions and bookkeeping with unlimited ledger accounts. Add customers and suppliers. Record entries, track payments, and generate reports. Backup data to the cloud for secure storage. View financial summaries and manage invoices.
The app provides professional investment research information on a mobile platform. It offers AI-powered investment research services, real-time market data, fund flows, research reports, and more.
Professional fund investment and wealth management
The app offers professional investment advice with experts available for asset allocation. It provides exclusive direct sales discounts on fund purchases and allows for flexible use of money market funds for payments and earning interest.
