Create an investment account in under 10 minutes. Set investment goals and risk tolerance. Receive personalized strategy setup. Monitor portfolio performance and adjust settings as needed.
The app allows users to invest in direct mutual funds, manage family wealth, and track portfolio performance. It offers a guided onboarding process and tools for goal-based planning and investment analysis.
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.
Calculate with customizable inputs. Track investment over time. Save calculation history. View visual charts for annual returns. Simulate different scenarios to plan financial goals.
The app allows users to open a Giving Account, recommend grants, and monitor contributions. Users can view investment selections and set up future grant recommendations.
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.