Track progress by viewing total asset value and account summaries. Check account balances and transaction history. Connect with for personalized advice. Set and monitor goals. Receive notifications and alerts for account activity.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
Access portfolio information, view relationship timelines, and store documents securely. Retrieve account details, track investments, and communicate with wealth management advisors through the .
The app provides users with mobile access to recent MF transactions, SIP updates, and client information. Users require a login ID and password from NJ Wealth Advisors Network Partner to access the application.
