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.
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
The app converts up to 160 currencies with real-time updates. It offers precision conversion up to 9 decimal places and includes a calculator for currency calculations.
