The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
