Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Track expenses with automatic syncing via iCloud. Log transactions quickly using 3-second notes. Capture receipts by taking photos. Repeat transactions to generate entries automatically. Set biometric password protection for secure access.
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.
