The app provides clients with online access to fund data, query and analytics tools, and real-time document access. It offers interactive charts and graphs, plus access to GoWire transactions for status viewing and signatory authorizations.
Track expenses, analyze portfolios, manage net worth
Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.
Access real-time options order flow and off-exchange trades. View Dark Pool prints and equity options . Filter and analyze market activity. Set alerts for specific trades. Export for further analysis. Track performance metrics.
