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.
Authenticate transactions using dynamically generated one-time passwords. Approve payments without a separate device. Enable secure access through a simple activation process. Sync with BRICaMS platform for real-time transaction verification.
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.