Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Full-featured modern mobile investment experience.
The app provides asset managers and investment professionals with a mobile experience. It includes tools for consumption and authoring, allowing users to access their firm’s investment process remotely.
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
