Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.
Track cryptocurrency holdings across multiple wallets and exchanges. View real-time value and performance charts. Set price alerts and monitor transaction history. Export data and sync with external accounts.
The app provides an account overview with asset and cash balances. It details individual holdings, transaction history, and account-related correspondence.
Trade fiat and digital assets with real-time price data and order execution. Place market and limit orders, monitor positions, and track performance. Access educational resources and manage account settings securely.
The app provides trading access to local and global markets. It offers features like biometric login, real-time market data, order management, and portfolio viewing.
Analyze screenshots to identify market trends, entry and exit points, and risk levels. Provide detailed breakdowns with scenarios and insights. Save analysis and track trading ideas. Supports stocks, crypto, forex, and ETFs.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.