View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.
by Creative Planning, Inc.★ 1.947 ratingsFinanceFreeData updated 2026-09-08
Track stock prices and market trends. View portfolio performance and holdings. Place trades and manage orders. Set price alerts and monitor real-time data. Access educational resources and news. Secure login with biometric authentication.
Monitor cryptocurrency prices, volumes, and performance metrics. Track individual coins and NFTs. Customize portfolios and view detailed analytics. Set price alerts and manage holdings. Sync data across devices.
In Treasury Bills, US Bonds, Equities, Mutual Funds, Fixed Deposits, high-interest Savings, and Insurance plans. View investment performance, set up recurring contributions, and manage portfolios.
Manage cryptocurrency with support for multiple blockchains including Oraichain, Bitcoin, Ethereum, BNB Chain, and Solana. Trade and stake assets, track portfolios across accounts, and perform cross-chain swaps. Explore dApps directly within the .
Access investor reports, view portfolio performance, and track fund activities. Receive notifications for updates. Submit inquiries and communicate with support. Sync data with desktop portal.
Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.
Manage employee data, track time off, and process payroll through a mobile interface. Access performance reviews, update job roles, and generate reports. Sync with desktop software for real-time updates.
Manage debit and credit card transactions, deposit account balances, and time deposit details. View transaction history, set payment reminders, and access account statements. Transfer funds between accounts and monitor savings goals.
Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.
Simulate stock and cryptocurrency trading with virtual funds. Track live market prices. Create and manage investment portfolios. Monitor performance and customize watchlists. Set and adjust investment strategies.
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
Check account balances, transfer funds between accounts, and view transaction history. Set up alerts for account activity. Contact customer support through the .
Manage and transfer assets across SEI Network dApps like Levana and Sparrowswap. Earn staking rewards, view NFTs, and track balances. Send and receive funds with fast transaction speeds. Access settings and security features for asset management.
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Manage leads and track tasks within a centralized inbox. Communicate via in- calling and receive instant notifications for lead activity. Sync with desktop version for consistent organization and productivity.
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.