Track cryptocurrency updates on home and lock screens. Create and manage multiple collections with a simple interface. Sync across iOS and macOS devices. Import data from Binance, FTX, Kraken, and Gemini. View prices via Apple Watch complications.
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
View portfolio values and allocations in real time. Track asset distributions and performance metrics. Receive notifications for account activity and market changes. Adjust investment settings and access detailed reports.