The app provides authorized users with access to financial plan information, account valuation, performance, and reporting. This application is designed for mobile devices.
CopyWise lets users follow trading strategies from experienced traders. View real-time price data and execute trades. Set price alerts and track portfolio performance. Manage multiple accounts and access market analysis.
Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.
Manage investments with one-time or regular contributions to stocks, ETFs, mutual funds, and certificates. Open accounts and contracts in under 10 minutes. Track portfolio performance and view detailed investment details.
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.