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
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.
Beratungsgesellschaft für die zweite Säule, Aktiengesellschaft
Access pension data and run simulations
Access pension data, run retirement simulations, and retrieve information on pension matters. View personal details, update contact information, and receive real-time updates from the management system.
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.
Check account balances, perform transfers, apply for loans, and view transaction history. Set up direct deposits and manage recurring payments. Receive alerts for account activity and contact customer support through the .
The app offers a modern, user-friendly interface for insurance and retirement transactions. Users can track savings with live graphics, manage fund changes, and view policy details for various insurance types.
The app allows users to file healthcare claims, add documents, and access a payment card. It also provides access to telemedicine and the Health Is Cool 360 platform.
Create a personalized financial plan with customizable goals and actionable steps. Receive one-on-one advice from credentialed advisors. Track spending, set budgets, and monitor progress toward financial objectives.
Track investments in stocks, ETFs, crypto, properties, and more across 40+ currencies. View performance, compare assets, and analyze returns. Set goals, monitor expenses, and receive alerts for market changes.
Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.
The app offers a comprehensive platform for managing insurance policies, wealth, health, and retirement. It provides streamlined services for policy inquiries, business processing, insurance purchases, and accessing benefits.
Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.