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
Connect with filmmakers, department heads, and funders through a curated community. Share portfolios, contact information, and work directly. Filter and discover opportunities without social media clutter. Collaborate and with industry professionals.
Access accounts, manage funds, and control cards. View transaction history and set spending limits. Schedule payments and receive alerts. Request account information and track card usage.
Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.
Track investment performance with detailed metrics. View and sign key documents and reports. Receive real-time project updates. Submit interest in new investment opportunities.
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
Track stock portfolios with real-time data and price alerts. Research using in- analysis tools. Monitor market trends and set investment goals. Access detailed company financials and . Place trades without commissions. Sync portfolio across devices.
Track unlimited stocks, cryptocurrencies, commodities, and real estate. Analyze market trends, set investment goals, and receive AI-driven recommendations. Monitor portfolio performance, adjust allocations, and set price alerts for assets.
Track prices and receive real-time alerts. Analyze company fundamentals with visual charts. Set investment goals and monitor portfolio performance. Get news and insights on market trends. Manage holdings and adjust strategies over time.
Monitor real-time cryptocurrency prices across Binance, Kraken, and other major exchanges. Track portfolio performance. Set custom watchlists. Receive market alerts. Conduct technical analysis. View trading pair details and historical data.
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
Access schedules and team calendars through list, daily, weekly, or monthly views. Manage employee time, vacations, tasks, and project scheduling. Sync with web and desktop versions. Navigate intuitively and customize settings.
Plan for with tools to map a fulfilling lifestyle, design future healthcare needs, and organize end-of-life wishes. Track health metrics, set financial goals, and access resources for long-term stability.
Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.
Manage bank accounts, view transaction history, and monitor balances. Transfer funds between accounts, apply for loans, and make bill payments. Handle investment portfolios and set up transaction alerts.
Access accounts, deposit checks, transfer funds, pay
Monitor checking and savings accounts, view mortgage and loan balances, track spending, and set budget-based savings goals. Receive account alerts, adjust preferences, and manage cards.
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
Lets users simulate trading with virtual currency. Invest in major cryptocurrencies, track portfolio performance, and monitor real-time market data. Set up and manage investment strategies without financial risk.
Investment properties with detailed financial metrics and comparative tools. Input data to generate projections and reports. Track property performance over time. Access -time market insights and save analysis for future reference.
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.