Track accounts, view investments, connect with advisor
View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.
by RightCapital Inc.★ 3.848 ratingsFinanceFreeData updated 2026-09-15
Refer friends and family to trusted professionals through a program. Earn rewards by completing referrals and choose to transfer earnings to a bank account or donate to charities.
Track expenses and income across multiple accounts. Set transaction markers for deposits, negative balances, and credit card usage. View financial progress with visual charts and summaries. Sync data across iPhone, iPad, Apple Watch, and Mac.
