Track net worth and manage assets
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
Showing 561–580 of 1,000 ranked alternatives.
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
OJM Group LLC
View finances, track expenses, secure documents, create
View financial data through an interactive dashboard. Access dynamic reports with current investment details. Securely view documents from financial advisors. Manage budgets and track spending. Set up alerts for financial activities.
Kotak Mahindra Asset Management Company Limited
Invest in mutual funds easily.
The app offers flexible investment plans including SIP and Lumpsum options with multiple payment methods. It provides diverse mutual fund solutions like Equity, Debt, Hybrid, ETFs, and Index Funds, along with tax-saving ELSS investments.
Michael YOUNG
Real estate fund returns data.
The app provides quarterly and annual total returns for 28 institutional open-end commingled real estate funds. These funds pursue a core investment strategy and have performance histories dating back to 1978.
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