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
And analyze performance with detailed logs and charts. Set customizable goals and monitor progress. Review strategies, adjust positions, and receive performance insights across multiple asset classes.
Track investments and SIPs. Analyze portfolios and set financial goals. Receive AI-driven investment advice. Plan gold investments and take loans against funds. Manage financial goals and view investment performance.
Access account balances and transactions. View investment performance and contribution history. Make deposits and adjust payroll deductions. Set up direct deposits and receive account alerts.
Track cryptocurrency prices and add coins to a personal portfolio. View detailed price graphs and trending coins. Manage holdings, set alerts, and monitor portfolio performance in real time.
Manage wholesale orders and track inventory in real time. Create and send quotes, process payments, and view sales reports. Sync with accounting software and access customer data on the go.
Place orders for wholesale products directly from the . View inventory, track shipments, and manage accounts. Receive notifications for order status and restock alerts. Sync with accounting software and access sales reports.
Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.
Manage and store cryptocurrencies with advanced security features. Send, receive, and track transactions across multiple blockchain networks. View portfolio performance and set price alerts.
Track income and expenses across multiple accounts with categorization for detailed analysis. Log transactions to identify patterns and manage budget allocations effectively. View monthly summaries to understand cash flow and adjust habits.
Manage mutual fund investments with real-time portfolio tracking and performance analysis. Set investment goals and receive alerts for market changes. View detailed fund information and compare returns. Schedule and execute transactions directly.
Access account balances and portfolio details. View transaction history and performance metrics. Download statements and reports. Receive notifications and manage contact information. Perform transactions and track fund movements.
And for children’s future with customizable accounts and automated contributions. Track investment growth and set milestones. Earn rewards by linking brands. Receive alerts and manage funds securely.
Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.
Monitor investments, applications, and returns in real time. Access detailed reports and manage transactions with full autonomy. Track portfolio performance and set investment goals. Receive alerts for account activity and transaction updates.
Manage bank accounts and track investments directly from a smartphone. View all linked products and customize home screen icons by dragging. Personalize quick access area by selecting top three functions.