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.
Record and track client debts and payments with real-time updates. Send automated WhatsApp messages with or payment details. View and manage accounts through a simple, intuitive interface.
Analyze stock fundamentals with real-time financial data and charts. View company profiles, compare , and track market trends. Set alerts for price changes and receive news updates. Export research reports and share findings directly.
