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.
Track expenses with customizable accounts and multiple ledgers. Record transactions manually, automatically, via voice, or using templates. Generate reports, categorize spending, and set budgets.
Check account balances and view transaction history. Transfer funds between accounts and manage bill payments. Deposit checks via photo. Receive account alerts and monitor credit information. Log in using existing online banking credentials.
Access cash positions and manage accounts remotely
View global cash positions across multiple banks. Access consolidated and detailed account views. Enquire about transactions and retrieve statements. Initiate and authorize single payments and transfers. Manage payees and beneficiaries.
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.
