Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
Link accounts from multiple institutions to view consolidated balances and transaction history. Track cash flow and financial trends. Set permissions for data sharing. Receive alerts for account activity.
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.
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
Calculate loan payments, investment returns, and compound interest. Input variables to solve for unknowns. Access advanced features like bonds, depreciation, and probability calculations via in- purchase.