Compare insurance policies, calculate tax savings from health insurance purchases, and invest in ULIP or term insurance plans to reduce income tax. View tax-saving benefits, compare plans, and make informed investment decisions.
Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.
Shake to Win allows users to earn entries by making contributions or completing actions. Users can check account balances, view investment performance, and set up recurring contributions.
View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
Track savings, check plan value, monitor performance
Manage retirement savings by tracking plan value and performance. Monitor contributions, update personal details, and adjust investments. Access planning tools, expert insights, and news related to retirement planning.
Invest in by purchasing shares in rental properties. Manage a diversified portfolio with auto-investments. Track cash flow and view property performance metrics. Set up recurring investments and monitor account growth.
The app allows users to view account history, fund performance, and savings strategy. It provides retirement guidance and a financial wellness experience with tools and articles.
Calculate and track investment growth. Input initial amount, rate, and time. View projected returns and retirement timelines. Adjust variables to test different savings strategies.
View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.
Calculate readiness with financial projections and shortfall analysis. Track progress toward goals. Set and monitor dates. Access premium features for early shortfall detection and affordability assessments.
Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Manage employee products including Company Plan, Mandatory Profit-Sharing Premium, and Collective Retirement Plan. View account details, make contributions, and track balances. Access securely with username and password.
Calculate monthly pay and Survivor Benefits Program deductions based on user input. Email results with detailed breakdowns. Targeted at US and guard service members.
The app offers a comprehensive suite of financial calculators for phone and tablet. It includes tools for finance, investments, loans, mortgages, retirement, bonds, stocks, credit cards, auto loans, leases, and business accounting.