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 and manage forestry data with parcel ownership layers and tax records. View cruising plot allocations and collect data offline. Register new accounts and access secured data. Sync with the website using the same account.
Manage business operations remotely with real-time data access. View dashboards, send messages, and approve requests. Sync with desktop software and access files securely. Track tasks and manage teams from any location.
Manage silent auctions with real-time bidding, track donations, and process payments via Square. View bidder histories, set bid increments, and export reports. Integrate with desktop software for synchronized event management.
Manage financial portfolio 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.
Track investment performance with real-time data and historical insights. View key metrics and detailed performance reports. Invite friends to join the investment fund via shareable links.
Manage investments with access to 1700+ mutual fund schemes and SIPs. Track portfolio performance and set investment goals. Schedule and manage SIPs. View detailed fund information and historical returns.
Manage accounts, change passwords, and view user statistics. Modify profile details and access information remotely. Perform all desktop functions from a mobile device.
Track cryptocurrency prices and portfolio value in real time. View Bitcoin and other supported coins. Add new exchanges manually. Receive notifications for price changes. Sync with iOS devices for updated data.
Access manager research, due diligence reports, and competitive comparisons. View interactive charts and product performance data. Search for new asset managers, monitor existing ones, and prepare meeting materials.
Record and review trades with detailed notes and analysis. Track performance across stocks, options, futures, forex, and cryptocurrency. Set goals, monitor progress, and document investment decisions for better planning and growth.
The app provides mobile access to SAP Business One, allowing users to view reports, manage contacts, and handle sales and service activities. Users can monitor inventory, get product details, and receive alerts on business events.
Manage accounts, track expenses, and access capital
Manage accounts with real-time balance checks and transaction history. Send and receive payments, schedule transfers, and view detailed financial reports. Access tools for budgeting, invoicing, and expense tracking.
Manage real estate investments by viewing property listings, analyzing market data, and tracking portfolio performance. Make investment decisions, set alerts for price changes, and access detailed financial reports.
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
Learn personal finance through structured courses from India's top experts. Track investments, set financial goals, and receive progress reports. Access budgeting tools and investment calculators to plan long-term wealth growth.
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.