Review and manage employer-sponsored retirement plan details. Check retirement balance, view investments and contributions. Communicate via in- messages.
by ASC Trust, LLC★ 4.714 ratingsFinanceFreeData updated 2026-09-21
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
Check account balances anytime, day or night. Transfer funds between checking and accounts. Pay bills and view transaction history. Set up alerts for account activity. Lock or unlock accounts remotely.
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
Calculate SIP returns, loan EMIs, and investment growth without internet. Estimate future wealth with lumpsum calculations. Compare debt repayment vs investing. Plan for retirement with detailed projections. Set financial goals and track progress.
Calculate to predict investment growth. Input principal, rate, and time to compute future value. Track growth over time with visual charts. Set investment goals and monitor progress. Share results via email or social media.
Allows users to input income, investments, expenses, and transfers. Users can adjust monetary values, tax rates, growth rates, and timeframes. The simulates financial scenarios and visualizes outcomes over time.
View real-time account balances and transfer funds between accounts. Pay bills securely through Online Bill Pay. Download and view E-Statements. Deposit checks by photo. Lock and unlock accounts remotely.
The app provides access to the Journal of Financial Planning, Next Generation Planner, and Financial Services Review. These publications offer insights into financial planning concepts, professional development, and empirical research.