Track expenses and manage budgets with multiple transaction entries and 65 default categories. Create debit, credit, and goal wallets. Generate clear expense reports and set recurring transactions.
Track income and expenses using a simple view. Log transactions quickly with easy entry options. Set budget goals and monitor spending patterns. Sync data across devices for consistent access. View monthly summaries and adjust plans as needed.
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Track credit scores from major bureaus. Set savings goals and monitor spending. Manage investment portfolios in one dashboard. Calculate home buying and renting expenses with advanced tools.
Create a personalized financial plan with customizable goals and actionable steps. Receive one-on-one advice from credentialed advisors. Track spending, set budgets, and monitor progress toward financial objectives.
Track hourly earnings and multiple income sources. Generate charts and reports to analyze financial progress. Set goals and receive insights to manage income effectively.
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
Track expenses, manage budgets, and monitor net worth in real time. Link accounts from 18 UAE banks for consolidated financial overview. Support multiple currencies with customizable base currency settings.