The app provides clients with online access to fund data, query and analytics tools, and real-time document access. It offers interactive charts and graphs, plus access to GoWire transactions for status viewing and signatory authorizations.
by SS&C Technologies, Inc.★ 5.05 ratingsFinanceFreeData updated 2026-09-20
Track portfolio, manage SIPs, save transactions, view
Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.
View account information, transfer funds locally and internationally, make QR payments, top up phones, and pay bills. Access financial services anytime with internet connectivity.
The app provides restaurant operators with immediate access to operational insights. Users can view charts and graphs, change date ranges, and drill down to check-level detail.
Access project-related forms and submit data through mobile forms. Customize forms to fit specific project needs. Store submitted data securely. View and manage forms offline with cloud synchronization. Share forms and data across team members.
Query data and update records in the database. Customize input parameters and include user-defined data in sessions. Maintain information and access it remotely through the .
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
Link mobile money accounts like M-PESA and Airtel Money to fund trading accounts. Transfer funds instantly between accounts. View transaction history and manage linked accounts. Set up recurring transfers and monitor balances in real time.
Access accounts, view statements, and manage funds
Review account balances for 401(a) and 403(b) plans, including monthly interest earned. Access micro-learning resources. View benefit statements and interact with IVR features through the .
Wealth India Financial Services India Private Limited
Invest in and manage your portfolio
Invest in , index , and tax-saving options through SIPs. Track portfolio performance and view investment history. Set financial goals and receive expert guidance. Compare fund details and manage investments online.
Invest in , , platinum, and palladium at current prices. Buy and sell bullion anytime. Track metal prices with live charts. Fund and validate account for free . Open and manage investment accounts. Trade at market rates.
The app provides tools for scheduling client enrollments, managing client profiles and notifications, and handling staff schedules and payments. It also offers billing management with payment options and reporting for business insights.
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Track Bitcoin prices in real time with updates and detailed market insights. Analyze price trends using advanced charts and historical data. Monitor portfolio performance and set price alerts. Export data and share analysis directly.
Create a Wishlist with specific items and prices. Friends and family can fund exact amounts to purchase items. Track gift progress and receive notifications when items are bought. Share wishlists and manage multiple lists.